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DTSTART;TZID=America/New_York:20251217T130000
DTEND;TZID=America/New_York:20251217T143000
DTSTAMP:20260619T094031
CREATED:20251203T142140Z
LAST-MODIFIED:20251203T142727Z
UID:10000487-1765976400-1765981800@www.belfint.com
SUMMARY:Secure 2.0 Catch-Up Requirements Webinar
DESCRIPTION:Summit Group Retirement Planners\, Inc. has invited Maria T. Hurd\, CPA\, RPA to present on the very timely topic of Catch-Up Requirements! \nThe Secure 2.0 catch-up contribution regulations become effective January 1\, 2026. While many sponsors have spent 2025 preparing\, the upcoming deadline warrants a final\, focused review to ensure all processes are fully aligned. \nREGISTER HERE \nWebinar Details \nTopic: Secure 2.0 Catch-Up Requirements \nTitle: Catch the Catch-Up Regulations Before They Catch You Off Guard \nDate: Wednesday\, December 17\, 2025 \nTime: 1:00pm ET \nThe session will cover: \n\nRegulatory changes effective 1/1/2026\nRoth treatment for catch-up contributions where applicable\nImplications for payroll coordination and plan administration\nFinal readiness recommendations to confirm full compliance\n\nWe encourage you to attend to validate your approach and avoid any year-end surprises! \nREGISTER HERE
URL:https://www.belfint.com/event/catch-up-requirements-webinar/
LOCATION:Virutal
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2025/12/Summit-Group-Retirement-Planners.jpg
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DTSTART;VALUE=DATE:20251231
DTEND;VALUE=DATE:20260101
DTSTAMP:20260619T094031
CREATED:20250827T143141Z
LAST-MODIFIED:20250827T143141Z
UID:10000471-1767139200-1767225599@www.belfint.com
SUMMARY:IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
DESCRIPTION:BENEFIT PLAN DEADLINE (12/31 year end):\nProspective amendment to add or remove safe harbor status for 2026 \nProspective amendment to add an automatic enrollment to plan (QACA & EACA) (For 2026)  \nRequired minimum distribution date under IRC 401(a)(9)  \nCorrective distribution for failed ADP/ACP test with 10% excise tax or QNEC contribution  \nFor additional information on these deadlines or our employee benefit plan audit services\, please click here to contact us.
URL:https://www.belfint.com/event/deadline-benefit-plans-12-31-25/
CATEGORIES:Important Update
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2018/01/Events-Deadline-720x540-1.jpg
ORGANIZER;CN="Belfint Lyons & Shuman":MAILTO:jjones@belfint.com
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260112T160000
DTEND;TZID=America/New_York:20260112T191500
DTSTAMP:20260619T094031
CREATED:20250930T170202Z
LAST-MODIFIED:20250930T170848Z
UID:10000482-1768233600-1768245300@www.belfint.com
SUMMARY:DSCC 189th Annual Dinner – BLS Sponsoring
DESCRIPTION:BLS IS PROUD TO BE A SMALL BUSINESS LEADER SPONSOR THE DELAWARE STATE CHAMBER OF COMMERCE (DSCC) 189th ANNUAL DINNER! \nThe DSCC Annual Dinner is Delaware’s premier business event has always been the place to be in January for high level networking with more than 1\,100 business leaders and elected officials. \nKeynote Speaker:  \nRodger Levenson – Chairman\, President\, and Chief Executive Officer – WSFS Financial Corporation \n  \nAgenda:\n4:00 pm     Cocktail Reception\n5:20 pm     Welcoming Remarks\n5:45 pm     Presentation of the Josiah Marvel Cup\n6:00 pm     Dinner\n6:40 pm     Keynote Speaker\n7:15 pm     Adjournment \nFor additional details\, visit the DSCC Annual Dinner Webpage. 
URL:https://www.belfint.com/event/dscc-annual-dinner-2026/
LOCATION:Chase Center on the Riverfront\, 815 Justison Street \, Wilmington\, DE\, 19801\, United States
CATEGORIES:BLS Sponsoring
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DTSTART;TZID=America/New_York:20260126T130000
DTEND;TZID=America/New_York:20260126T140000
DTSTAMP:20260619T094031
CREATED:20260121T145801Z
LAST-MODIFIED:20260121T145801Z
UID:10000499-1769432400-1769436000@www.belfint.com
SUMMARY:LTPT Eligibility Under SECURE Act Updates: Requirements\, Timelines\, and Next Steps
DESCRIPTION:Summit Group Retirement Planners\, Inc. has invited Maria T. Hurd\, CPA\, RPA to present LTPT Eligibility Under SECURE Act Updates: Requirements\, Timelines\, and Next Steps. \nREGISTER HERE \nWebinar Details \nTopic: LTPT Eligibility Under SECURE Act\nTitle: LTPT Eligibility Under SECURE Act Updates: Requirements\, Timelines\, and Next Steps\nDate: Monday\, January 26\, 2026\nTime: 1:00pm ET \nThe session will cover: \n\nThe definition of which employees qualify under the LTPT definition\nWalk through the dates and counting periods you need to understand\nPractical actions to update payroll coordination\, enrollment steps\, and investment committee processes\n\nWe encourage you to attend to get ready for LTPT with practical tips you can feel good about sharing with your team. \nREGISTER HERE
URL:https://www.belfint.com/event/ltpt-eligibility-webinar/
LOCATION:Virutal
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2025/12/Summit-Group-Retirement-Planners.jpg
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DTSTART;VALUE=DATE:20260131
DTEND;VALUE=DATE:20260201
DTSTAMP:20260619T094031
CREATED:20260116T154433Z
LAST-MODIFIED:20260116T154433Z
UID:10000488-1769817600-1769903999@www.belfint.com
SUMMARY:IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
DESCRIPTION:BENEFIT PLAN DEADLINE (12/31 year end): \nForm 1099-R due to participants who received distribution in 2025.  \nForm W-2 due to report employee’s active participant status for 2025.  \nFor additional information on these deadlines or our employee benefit plan audit services\, please click here to contact us.
URL:https://www.belfint.com/event/deadline-benefit-plans-yr-end-1-31-26/
CATEGORIES:Important Update
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ORGANIZER;CN="Belfint Lyons & Shuman":MAILTO:jjones@belfint.com
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DTSTART;TZID=America/New_York:20260207T090000
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CREATED:20260202T134836Z
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UID:10000509-1770454800-1770465600@www.belfint.com
SUMMARY:NAWIC Delaware 30th Annual Block Kids Competition
DESCRIPTION:BLS CPAs is a Sponsor for the 31st Annual Block Kids Competition hosted by NAWIC Wilmington Delaware Chapter #96! \nNAWIC Delaware Chapter #96 hosts a FREE event for students in grades 1 thru 6 to help them learn about the construction industry. The students\, working independently in each grade group\, use 100 Lego-like building blocks\, string\, cardboard\, one rock\, and foil to build something related to the construction industry. All materials are provided. After the projects are built\, the students discuss their projects with judges\, who are local construction business people\, owners and architects. \nFor additional information\, please visit NAWIC Delaware’s Website.
URL:https://www.belfint.com/event/nawic-delaware-block-kids-2026/
LOCATION:Hodgson Vo-Tech\, 2575 Glasgow Avenue\, Newark\, Delaware\, 19702
CATEGORIES:BLS Sponsoring
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DTSTART;TZID=America/New_York:20260207T110000
DTEND;TZID=America/New_York:20260207T140000
DTSTAMP:20260619T094031
CREATED:20260130T211308Z
LAST-MODIFIED:20260130T211308Z
UID:10000506-1770462000-1770472800@www.belfint.com
SUMMARY:Exceptional Care for Children Valentine's Bingo
DESCRIPTION:BLS CPAs is honored to be a Sponsor for Exceptional Care for Children’s Valentine’s Bingo! \nJoin Exceptional Care for Children on Saturday\, February 7\, 2026 at 11 AM for a day of fun\, laughter\, and fabulous prizes at our Valentine’s Bingo event! \nGet ready for an incredible lineup of prizes that combine style\, fun\, and unforgettable experiences! From luxury designer handbags to exclusive experiences\, there’s something for everyone — and every ticket brings you closer to a win! \nTo learn more about ECC’s Valentine’s Bingo Event\, please visit Valentine’s Bingo!
URL:https://www.belfint.com/event/ecc-valentines-bingo-2026/
LOCATION:Exceptional Care for Children\, Independence Way 11\, Newark\, Delaware\, 19713\, United States
CATEGORIES:BLS Sponsoring
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