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Newsletters

 

Our bimonthly bulletin, Benefit Insights®, offers a non-technical review of qualified retirement plan legislative and administrative issues.  Please check back to read about each new topic every other month.

Click the topic below to view each issue.

 

Topic

Issue

 

 

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
  Coping With the Impact of the Pension Protection Act
November 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
  The Impact of the Pension Protection Act on Defined Benefit Plans
March 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
  New Life for Defined Benefit & Cash Balance Plans
May 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

     

 

Plan Document Maintenance

December 2005

 

Roth 401(k) Coming in 2006

August 2005

 

Safe Harbor 401(k) Plans

June 2005

 

Final 401(k) Regulations

February 2005

   
 

 

 

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