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The Benefits Advantage newsletter is published quarterly to provide plan sponsors and financial advisors with compliance and legislative updates to help in their efforts to successfully install and manage tax deferred employer sponsored retirement plans, generally known as 401(k) plans.  Proper administration is important to help ensure maximum tax benefits and to avoid penalties for mismanagement of the plan. Plans must comply with laws, rules and regulations set forth by the Department of Labor (DOL), the Internal Revenue Code set forth by the Internal Revenue Service (IRS) and the Employee Retirement Income Security Act (ERISA).

The information we provide is not intended to be nor should it be related as tax, legal, or accounting advice.  Additional issues could exist that would affect the tax treatment of a specific transaction and, therefore, taxpayers should see advice from an independent third party administration or tax advisors based on their particular circumstances before acting on any information presented. This information is not intended to be nor can it be used by any taxpayer for the purpose of avoiding tax penalties.