Author Archives: MandMarblestone Group llc

About MandMarblestone Group llc

The MandMarblestone Group is one of the oldest and most trusted providers of ERISA based retirement plan solutions and services. Key to our success is the in-depth experience of our in-house ERISA attorneys who have developed and service-marked our retirement plan design encompassing an unprecedented flexibility to accommodate the changing tax, financial, operational and corporate succession planning needs of our clients. In addition to providing the full range of administrative, compliance and tax filing services, the MandMarblestone Group has also provided legal, consulting, expert witness and plan remediation services on behalf of clients with matters before the Department of Labor and the Internal Revenue Service.

IRS Announces 2017 Plan Limitations

The IRS has now announced the qualified plan limitations for 2017. These limitations are determined based on annual increases in the cost of living index. Because there was a modest increase in the index, some of the plan limits have … Continue reading

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MID-YEAR AMENDMENTS TO SAFE HARBOR 401(k) PLANS – THE IRS BACKS OFF

For the past few years, there has been great concern in the benefits community about the IRS position on making mid-year amendments to 401(k) plans. Relying on ambiguously-worded language in the Regulations under Sections 401(k) and 401(m), the Service had … Continue reading

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Too Late for a New 2015 Safe Harbor But You Can Still Establish a 401(k) Plan

While October 1st may be the deadline to start a new Safe Harbor 401(k) plan for 2015, there is still plenty of time for a business owner to both establish a 401(k) plan and receive a meaningful contribution for 2015. … Continue reading

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The MandMarblestone Group is Turning 40!

The MandMarblestone Group, LLC traces its history back to October 30th, 1975 when it was founded as Robert Mand, P.C. – a one-man firm based in Lafayette Hill, PA focusing on the newly implemented ERISA law. Almost 40 years later, … Continue reading

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IRS Announces 2016 Plan Limitations

The IRS has now announced the qualified plan limitations for 2016. These limitations are determined based on annual increases in the cost of living index. Because there was no increase in the index, plan limits will remain the same as … Continue reading

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MARKET RATES OF RETURN IN CASH BALANCE PLANS – TOO GOOD TO BE TRUE?

Conventionally, returns in cash balance plans are credited based on a fixed rate defined in the plan document.  However, more attention has been raised recently to the idea of utilizing actual rates of returns in cash balance plans.  This is … Continue reading

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SAY YES TO GOING GREEN

As environmental consciousness continues to grow, our consciousness as a firm grows. We began embarking on a paperless initiative early last year and continue to do so. To date, we have 358 clients with their trust information online and we … Continue reading

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