Prepare Plan Amendments Without Confusing Paperwork and Operations
David RileyTrack effective dates, amendment deadlines and provider responsibilities separately. Compare documents with payroll operations and investigate gaps promptly.
Owner-Only Does Not Mean Paperwork-Free
David RileyCheck 2025 combined assets, final-year status and electronic filing before July 31, 2026. Preserve the records and responsibilities behind an owner-only plan.
Check the First Payroll Under the 2026 Catch-Up Rules
David RileyVerify age limits, prior-year wages and contribution source posting. A staged payroll case tests the crossover from ordinary deferrals to Roth catch-ups.
Prepare for Roth Catch-Up Payroll in 2026
David RileyPrepare wage records, Roth features, employee communications and payroll tests for 2026. Separate statutory timing from later regulatory applicability.
Before You Sign Form 5500, Ask These Operational Questions
David RileyCheck contribution timing, participant counts, fees and filing status before signing. Separate operational corrections from the annual report’s preparation.
Your 2025 Retirement Plan Changes Need an Operational Check
David RileyReconcile the first payroll with plan records. Test automatic enrollment, eligibility, catch-up limits, rejected files and employer oversight.
Get Payroll Ready for the 2025 Catch-Up Changes
David RileyTest age categories, contribution limits and payroll files for 2025. Keep the higher catch-up separate from the Roth requirement transition.
Part-Time Employees and Retirement Eligibility: Prepare for 2025
David RileyReview service hours, 401(k) entry rules and 403(b) universal availability before 2025. Build an eligibility process that reaches employees on time.
Form 5500 or 5500-EZ: What Your Business Needs to Check
David RileyCheck plan reporting categories, combined assets, final-year rules and deadlines. See why a small owner-only plan can still need a return.
When Payroll and the 401(k) Plan Disagree
David RileyTrace a bonus from plan compensation rules through payroll and funding. Learn how assigned reviews and documented corrections can reduce recurring errors.
