by Taylor Brown | Sep 6, 2023 | INTAC Blog
A revision regarding which qualified retirement plans need independent audits when filing Form 5500 takes effect this year. The update concerns how plan participants are counted and it determines what qualifies as a large plan or a small plan. It is a game-changer for... 
by Taylor Brown | Jul 2, 2023 | INTAC Blog
For participants born after 12/31/1950, a required minimum distribution (RMD) is not needed. For participants born on or before 12/31/1950, please refer to this chart: How is the amount of the RMD calculated? RMDs are calculated for each account by dividing the prior... 