Newsletters

• Fiduciary Liability for Participant-Directed Plans - June 2011
• Don't let the QDRO be Worse than the Marriage - May 2011
• Participants are on a Need to Know Basis... and They Need to Know - April 2011
• Plan Year-End "To Do" List - March 2011
• Record Retention - February 2011
• "In-Plan" Roth Conversions - November 2010
• Defined Benefit Plan Restatements - October 2010
• Safe Harbor 401(k) Plan - August 2010
• Roth 401(k) FAQs - June 2010
• When Should the Check be in the Mail? - April 2010
• Proposed reg now FINAL - 02/09/2010
• Mandatory Electronic Filing Applies to Form 5500 Soon - January 2010
• Mandatory Electronic Filing Applies to Form 5500 Soon - January 2010
• Voluntary Corrections for Qualified Plans - October 2009
• Plan Distributions Are on the Rise - August 2009
• ERISA Fiduciary Responsibilities - June 2009.

  - Click here for more information about Fiduciary Responsibilities.

• 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
• Keeping Abreast of Plan Limitations
• Compensation: Definitions and Applications
• Keeping Up To Date With Form 5500 Requirements
• New Life for Defined Benefit and Cash Balance Plans
• The Prudent 401(k) Fiduciary
• Participant Cruise Control: Automatic Enrollment
• Pension Protection Act of 2006 Reinforces Private Pension System
• Retirement Plan Coverage for Part-Time Employees
• Hardship Distributions Provide Valuable Option
• Military Leave Rules for Retirement Plans
• Responsibilities of a Plan Sponsor
• The Plain Truth About "Simple" Retirement Plans

• Preliminary Announcement Regarding Major Filing Change for 2009 Form 5500 - 07/01/2009

- Click here for more information about Electronic Filing of Form 5500.

• Form 5558 (Extension Request for Form 5500) Procedures Change - 04/01/2009
• Plan Restatements to be Required - 07/07/2008
• DOL speaks - 06/24/2008
• Notice of NRA Regulations - 04/23/2008
• DOL Announced New 401(k) Deposit Safe Harbor - 02/29/2008
• Top Heavy Reminder - 12/16/2008
• Plan Compliance Update for 2007