Newsletter

Our newsletter covers topics of interest to retirement plan sponsors and their advisors. Every other month another online newsletter is added to our newsletter library. Please bookmark our site so you can easily return to view our future newsletters.

Click the topic below to read the newsletter.

For purposes of this sample website, only the links to the October 2006 and December 2009 newsletters have been activated.

Newsletter Topic Date
At Your Service February 2012
Increasing 401(k) Plan Participation December 2011
Participant Fee Disclosure Requirements for Individual Account Plans October 2011
Should They Stay or Should They Go:
Dealing with Terminated Participants
August 2011
Fiduciary Liability for Participant-Directed Plans June 2011
Don't let the QDRO be Worse than the Marriage April 2011
Do You Know Who Your Employees Are? February 2011
Plan Year-End "To Do" List December 2010
Record Retention October 2010
Safe Harbor 401(k) Plan Offers Many Advantages August 2010
Roth 401(k) FAQs June 2010
When Should the Check be in the Mail? April 2010
Participants are on a Need to Know Basis...and They Need to Know February 2010
Mandatory Electronic Filing Applies to Form 5500 Soon! December 2009
Voluntary Corrections for Qualified Plans October 2009
Plan Distributions Are on the Rise August 2009
ERISA Fiduciary Responsibilities June 2009
Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting April 2009
Payment Options for Plan Expenses February 2009
The Hidden Pension Trap--The Aggregation Rules December 2008
Timely Deposit of Plan Contributions October 2008
EGTRRA Restatements...The time has come August 2008
Solving 401(k) Testing Problems With New Design Options June 2008
Top Heavy Rules May Impact Plan Design April 2008
Understanding 401(k) ADP and ACP Testing February 2008
Default Investment Rules Facilitate Auto Enrollment December 2007
Compensation:  Definitions and Applications October 2007
Keeping Abreast of Plan Limitations August 2007
Keeping Up To Date With Form 5500 Requirements June 2007
The Prudent 401(k) Fiduciary April 2007
Plan Compliance Update for 2007 February 2007
Participant Cruise Control:  Automatic Enrollment December 2006
Pension Protection Act of 2006 Reinforces Private Pension System October 2006
Retirement Plan Coverage for Part-Time Employees August 2006
Hardship Distributions Provide Valuable Option June 2006
Military Leave Rules for Retirement Plans April 2006
Responsibilities of a Plan Sponsor February 2006


 
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