Resources

Newsletters

Date Newsletter Topic Link PDF
2017
April Benefit Communications in an Electronic World download pdf
February Dealing with Uncashed Distribution Checks and Missing Participants download pdf
2016
December Rules and Taxation of 401(k) Plan Distributions download pdf
October Keeping Abreast of Plan Loan Rules download pdf
August DOL Issues New Fiduciary Rule download pdf
June Fun with Forfeitures download pdf
April A Fresh Look at Your Form 5500 Filing download pdf
February Part-Time Employees in 401(k) Plans download pdf
2015
December Determining Retirement Plan Compensation download pdf
October A Plan Fiduciary's Responsibilities download pdf
August The IRS is Back with Some Brand New Corrections download pdf
June The Best Plan to Drive Your Retirement Needs download pdf
April Automatic Enrollment for 401(k) Plans download pdf
February Timing is Everything
download pdf
2014
December Year-End Compliance Testing Overview
download pdf
October Hardship Distributions from 401(k) Plans
download pdf
August The Ultimate Plan Sponsor Checklist
download pdf
June Ready or Not, Here it Comes...the PPA Plan Restatement download pdf
April The Continuing Evolution of the Safe Harbor 401(k) Plan download pdf
February Boomerang Employees: Rehires and Retirement Plans download pdf
2013
December Down with DOMA download pdf
October How Do You Spell Relief? E-P-C-R-S download pdf
August Cross-Testing: The Right Tool for Many Jobs download pdf
June Under Control or Out of Control download pdf
April When Good Loans Go Bad download pdf
February Don't let Missing Participants and Small Balances Become a Big Problem download pdf
2012
December The IRS Meets Letterman download pdf
October How to Survive a Visit from the IRS or DOL download pdf
August Top Heavy Impact on 401(k) Plans download pdf
June Fiduciary Fact or Fiction download pdf
April The Final Fee Disclosure Regulations Have Arrived download pdf
February At Your Service download pdf
2011
December Increasing 401(k) Plan Participation download pdf
October Participant Fee Disclosure Requirements for Individual Account Plans download pdf
August Should They Stay or Should They Go: Dealing with Terminated Participants download pdf
June Fiduciary Liability for Participant-Directed Plans download pdf
April Don't let the QDRO be Worse than the Marriage download pdf
February Do You Know Who Your Employees Are? download pdf
January Cash Balance Plans 101 download pdf
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