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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. Click here to join our mailing list and receive email notification when a new issue of the newsletter has been added to our library.

Click the topic below to read the newsletter.

For purposes of this sample web site, only the links to the October 2006, December 2004, June 2003, June 2002 newsletters have been activated.

Newsletter Topic Date
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
A Primer on Qualified Plan Document Maintenance December 2005
The Plain Truth About "Simple" Retirement Plans October 2005
New Retirement Plan Option Coming in 2006:  The Roth 401(k) August 2005
Safe Harbor 401(k) Plans Provide Smooth Sailing June 2005
Guide to Distributions From 401(k) Plans April 2005
IRS Issues Final 401(k) Regulations February 2005
DOL Provides Guidance for Automatic Rollovers and Lost Participants December 2004
Participant-Directed Account Liability October 2004
Keeping Plan Records August 2004
Dividing Retirement Benefits in Divorce June 2004
Choosing the Right Plan April 2004
Keeping Plans in Compliance February 2004
New Comparability After EGTRRA December 2003
When Good Plans Go Bad--Correcting Mistakes in a Qualified Plan October 2003
Allocation of Plan Expenses August 2003
Owners of Multiple Businesses Beware! June 2003
Defined Benefit Plans Under EGTRRA April 2003
Final Loan Regulations Ignore Shakespeare's Timeless Advice February 2003
Five Reasons to Sponsor a Qualified Plan December 2002
Important Plan Communications October 2002
Timing of Plan Contributions August 2002
Fiduciary Responsibility for 401(k) Plans June 2002
 
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