Tonia McBride, QPA, QKA, ERPA, Retirement Plan Services Senior Manager

Tonia joined LGT’s Accounting and Consulting Department in 1987. She prepared, complied, and reviewed financial statements, as well as various federal and state tax returns. She moved to Retirement Planning Services (RPS) in 1994. Tonia has assisted clients with, among other things, plan document design, compliance testing, plan administration, and government reporting. Tonia is a founding member of the ASPPA Benefits Council of DFW. This is a regional chapter of ASPPA, the national organization dedicated to the education of pension professionals.

Recent Posts

Why You Need to Formalize Your Retirement Plan Policy

If your dealership offers a retirement plan to employees, you have certain fiduciary responsibilities as the plan’s sponsor. Failure to meet these responsibilities can be costly, because corporate officers (as fiduciaries) may be held personally liable to restore losses suffered by plan participants.

Read More

Topics: Auto, Firm News, Accounting Tips, Retirement Plan Services

Get Your RMDs Before It’s Too Late!

Have you taken the required minimum distribution (RMD) from your individual retirement arrangement or workplace pension plan? That’s an important question, because failure to take your RMD on time could result in a stiff penalty of 50% of the amount you should have withdrawn (plus the income tax on the distribution).

Read More

Topics: Retirement Plan Services

Employee Plans Compliance Unit

The Internal Revenue Service recently announced a new project, the Employee Plans Compliance Unit (IRS) 5500 Non-Filer/DOL Project, regarding annual informational returns (Form 5500) required to be filed for most retirement plans. 

Read More

Topics: Accounting Tips, Tax, Retirement Plan Services

2015 Compliance Calendar for 403(B) Plan Sponsors

Read More

Topics: Accounting Tips, Not-for-Profit, Retirement Plan Services