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Member Articles


New Calculation Method May Result in Fewer Employee Benefit Plan Audits Moving Forward

In February 2023, the Department of Labor, IRS and Pension Benefit Guaranty Corporation jointly released Federal Register notices that announced changes to the 2023 Form 5500. Among these changes for defined contribution ...

The Power and Pitfalls of Payrolling Benefits in Kind

To simplify the way that your employees’ benefits, and expenses are taxed, an option to consider for the new tax year is payrolling your benefits. In this blog post, we will explore the ins and outs of payrolling benef ...

Answers to Your Tax Season Questions

The IRS announced it will open the 2024 income tax return filing season on January 29. That’s when the tax agency will begin accepting and processing 2023 tax year returns. Here are answers to seven tax season questio ...

Are We Suffering From Cookie Fatigue?

An over-indulgence in Easter treats might not be the only cookie fatigue that individuals will suffer this year according to the Information Commissioners Office (ICO). What is cookie fatigue?It is not unusual for inter ...

Technical Provisions and Basic Own Funds

The Implementing Regulation (EU) 2024/456 was published, which sets forth the technical information for the calculation of technical provisions and basic own funds for reporting with reference dates from 31 December 2023 ...

Notice BdP 1/2024 - Limits Payments Public Sector

The Bank of Portugal published Notice BdP no. 1/2024, which sets forth that payers should be able to place payment orders up to the maximum unit amount authorised by each payment model and system in relation to electroni ...

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