Hick's Notes
2024 Email Alerts
February 22, 2023 – Limits and Compliance Deadlines for 2024
May 16, 2024 – What Employers Need to Know About the Required Pension Plan Restatement
May 23, 2024 – Individual 401(k) Plans Beware
May 30, 2024 – Is It Time For a New TPA?
June 20, 2024 – Don’t Settle for CalSavers
July 11, 2024 – 2023 5500 Filing Deadline is Soon
July 24, 2024 – Need a Defined Benefit Plan for 2023
August 15, 2024 – 2024 Safe Harbor Deadline is Approaching
August 22, 2024 – Hire The Right TPA
September 12, 2024 – Last Chance For a New 2024 Safe Harbor 401(k) Plan
2023 Hicks Notes
2023 Email Alerts
January 19, 2023 – Limits and Compliance Deadlines for 2023
January 26, 2023 – Deadlines for 1099-R and 945 Forms
February 9, 2023 – Defined Benefit Plans: Large Deductible Contributions
March 9, 2023 – Are You Satisfied With Your TPA
March 22, 2023 – New Tax Credits For Small Employer Retirement Plan Startups
August 14, 2023 – Need a Defined Benefit Plan for 2022?
August 17, 2023 – 2023 Safe Harbor 401(k) Deadline Quickly Approaching
September 6, 2023 – New Plans, New Tax Credits
September 21, 2023 – Last Chance For A New 2023 Safe Harbor 401(k) Plan
September 28, 2023 – 2022 5500 Deadline is Soon
October 5, 2023 – Are You Satisfied With Your Third Party Pension Administrator?
October 26, 2023 – Long-Term Part-Time Employee Changes in 401(k) Plans
November 9, 2023 – 2024 Retirement Plan Limits Announced
December 7, 2023 – Why You Should Set Up an Owner Only Defined Benefit Plan
2022 Archives
2021 Archives
January 2021 – The Year Ahead, What we can Expect
February 2021 – Defined Benefit Plans: Now More Than Ever
March 2021 – MEPs, PEPs and Payroll Plans: BUYERS BEWARE
April 2021 – Know Your Advisor’s Role
May 2021 – Issues and Opportunities in a Changing World
July 2021 – Marketing for Retirement Plan Business
October 2021 – Marketing Season is Now
2020 Archives
January – New Year, New Law. What You Need to Know
February – New Independent Contractor Law
April – Defined Benefit Plans in Today’s Environment
June – Exercising Fiduciary Duties in Uncertain Times
July – Tough Times Make Tough People
October – Yearend Retirement Planning Begins Now
December – Year in Review
2019 Archives
January – 2019 Issues and Opportunities
February – Accountants: Are You Asking Retirement Plan Questions?
April – Tax Season is over: Planning Season is Now
May – Things to Watch in 2019
July – Hiring the Right TPA
August – Hardship Withdrawals
October – Its Issues and Opportunities
November – Marketing Season is Now
December – Year End Brings Opportunities and Traps
2018 Archives
FEBRUARY – DEFINED BENEFIT PLANS NEED ATTENTION NOW
MARCH – SPRING BRINGS GROWTH AND OPPORTUNITIES
APRIL – APRIL 17TH TAX DEADLINE HAS PASSED: WHAT DID YOU LEARN & WHERE DO WE GO FROM HERE?
JUNE – EDUCATION IS THE KEY TO SUCCESS
JULY – HIRING A GOOD TPA CHECKLIST
AUGUST – MARKETING RETIREMENT PLANS
SEPTEMBER – THE COBBLERS CHILDREN HAVE NO SHOES
OCTOBER – REVIEW FIDUCIARY RESPONSIBILITIES NOW
NOVEMBER – DEFINED BENEFIT PLANS FOR 2018
DECEMBER – 2018 YEAREND CHECKLIST
2017 Archives
Feb – OWNER ONLY DB PLANS PERFECT FOR SMALL EMPLOYERS
Mar – MARKETING FOR RETIREMENT PLAN CLIENTS?
Apr – WE HAVE RESOURCES FOR MARKETING RETIREMENT PLANS
May – THE ARGUMENT FOR USING AN UNBUNDLED APPROACH TO 401(k) ADMINISTRATION
Jun – THE ONLY CONSTANT IS CHANGE, YET THE ISSUES REMAIN THE SAME
Aug – MARKETING SEASON IS UPON US. HERE’S WHAT YOU NEED TO KNOW
Sept – RETIREMENT PLAN DEADLINES REVEAL RED FLAG ISSUES
Oct – NOW IS THE TIME TO REVIEW FIDUCIARY RESPONSIBILITIES
Dec – 2017 YEAR END CHECKLIST FOR PLAN SPONSORS AND ADVISORS
2016 Archives
Jan – What You Can Expect for 2016
Feb – IRS Guidance Mid-Year Changes to Safe Harbor Plans
Mar – DOL and IRS Target Small Retirement Plans
Apr – Final Fiduciary Rule: What You Need
May – NHHICKS.com: We are All About You!
Jun – Summer is a Great Time for a Plan Check-Up
Jul – Deadlines and Opportunities
Aug – 401(k) Plans for Small Business, a DOL Perspective
Sep – Beware of These IRS and DOL Audit Traps
Oct – Year End Planning Starts Now
Nov – Year End Checklist for Plan Sponsors & Advisors
2015 Archives
Feb – Sales Resources and Ideas for 2015
Mar – Monitoring Retirement Plans
Apr – Fiduciary Battles Heating Up
May – The New Proposed Fiduciary Rules
Jun – Lessons Learned from Tibble
Jul – Supreme Court Same-Sex Marriage Ruling
Aug – Understanding 401(k) Sales & Service Issues
Sep – Sales Opportunities & Year End Deadlines
Oct – Year End Deadlines Require Action by Everyone
Dec – Year End Brings Traps and Opportunities
2014 Archives
Feb – 2014 Know Your Plan Advisor’s Role
Mar – DOL Makes Push for Compliance in 401(k) Plans
Apr – IRS Posts Resources for Plan Sponsors
May – DOL Outlines Expectations Plan Fiduciaries
Jun – Now is the Time to Review Your Plans
Jul – Internal Controls for Retirement Plans
Aug – Marketing Season Approaches
Sep – Why Choose a Retirement Plan
Oct – Can your Plan Pass an IRS Audit?
Nov – Opportunities & Deadlines
2013 Archives
Feb – Amendments & Red Flag Issues
Mar – Data Mining & Financial Planning
Apr – Fee Disclosure Action Plans
May – Demand More from your TPA
Jun – Plan Audits & Correction Methods
Jul – Deadlines Approaching
Aug – U.S. Supreme Court Doma Ruling Affects Retirement Plans
Sep – Fall Deadlines for Calendar Year Plans
Oct – NH Hicks 2013 Webinars and 401(k) Compliance
Nov – Fees and Upcoming Deadlines
Dec – New Plans & Restatements