Your Year-End 401(k) Compliance Roadmap: A Strategic Planning Guide
As we approach year-end, many plan sponsors find themselves scrambling to meet 401(k) compliance deadlines. But successful retirement plan management isn’t about last-minute fixes—it’s about strategic, year-round planning that ensures your plan stays compliant while serving your employees’ best interests.
At Bartlett, Pringle & Wolf, we’ve guided countless Santa Barbara and Central Coast businesses through the complexities of 401(k) compliance for over seven decades. Here’s your roadmap to year-end success and how to build a sustainable compliance framework.
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Key Provisions of the JOBS Act
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New California Credit: College Access Tax Credit
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Tangible Asset and Repair Regulations Update
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BPW Named doc-link for Dynamics Partner of the Year by Altec
The Pros and Cons of Investing in Publicly Traded Partnerships
Highlights of the 2014 Tax Extender Package
Bookkeeping Tasks to Prepare for Year-End
Scott Hadley and Bridget Foreman Named Who’s Who in Professional Services
