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Barnard & Associates

Barnard & Associates

Retirement Plan Specialists, LLC

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Patton House

May 3, 2018 By Patton House

Can I still set up a retirement plan for my business and get a tax deduction for 2018?

Yes, you can! You can set up a Simplified Employee Pension (SEP) up until the due date of your tax return, including extensions! You must contribute for each eligible employee. You can set up a SEP using IRS Form 5305-SEP.  Your contributions are tax deductible, and you are saving for

Filed Under: Tax Season

May 3, 2018 By Patton House

New Fiduciary Rule Effectively “Killed”

We previously reported that due to a Presidential Memorandum issued on 2/3/17, the Dept. of Labor has granted a 60 day extension to the application of the fiduciary rule and exemptions known as BICE (Best Interest Contract Exemption).  The Fiduciary Rule was to go into effect 4/10/2017 but will now

Filed Under: Fiduciary

April 29, 2018 By Patton House

More Great news for Safe Harbor 401(k) Plans!

On January 18, 2017, the IRS released proposed regulations to allow the use of forfeitures for funding Safe Harbor Matching, QNEC or QMAC contributions. The IRS is accepting comments through April 18, 2017. The proposed regulations would be effective for taxable years on or after the regulations

Filed Under: Retirement

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Barnard and Associates
Retirement Plan Specialists, LLC
P. O. Box 37403 Pensacola, FL 32526
(850) 587-6026
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