Links
The links below are to resources we think you may find useful.

Internal Revenue Service
  • Internal Revenue Service

    • Pension Benefit Guaranty Corporation
  • PBGC

    • ING Investments
  • ING Investments

    • Charles Schwab
  • Charles Schwab Investments

    • Smith Barney - Citigroup
  • Smith Barney Investments

    • Wachovia Securities
  • Wachovia Securities

    • Morgan Stanley Investments
  • Morgan Stanley Investments

    • Department of Labor
  • Department of Labor

    • Tax Information for Retirement Plans from the IRS
  • Tax Information for Retirement Plans from the IRS

    • Drinker, Biddle & Reath - Erisa Attorney

  • -News Flash
    IRS Retirement Plan News
    11/2/2011  -  
    Better Business Bureau
    2/7/2011  -  Webster Planning Corporation is a BBB Accredited Business. Click for the BBB Business Review of this Financial Planning Consultants in Roseville CA
    Loan Interest - 2012
    1/3/2011  -  Loan Interest Rate for February 2012 is 1.34%
    Cafeteria Plan changes for 2011
    12/29/2010  -  Beginning in 2011, Over the Counter (OTC) medicines will NOT be deductible through your flex plan. Only Prescription medicines will be deductible through your Flex plan beginning in 2011. Link to Cafeteria
    7 Day Deposit Requirement for 401(k) Deferrals
    1/26/2010  -  The DOL announced the publication of a final rule to protect employee contributions deposited to small plans (under 100 participants). Effective 1/14/2010 the safe harbor period of 7 business days after withholding to deposit employee deferrals to the plan would be deemed to be in compliance. For Employers that have been using the 15 day rule, we would advise that you make the necessary changes immediately to fall within the 7 days period.
    2012 Limits - INCREASED!
    11/2/2006  -  New 2012 Limits have been released! They have increased after remaining constant since 2009! See Policies for the most up-to-date information! Link to Policies
    DOL issues USERRA Notice Final Regulations January 18, 2006
    1/19/2006  -  The DOL has issued final regulations on the USERRA Notice. Did you know that Employers MUST provide notice?Link to the DOL to download the newest poster text in order to be in technical compliance with the final regulations.
    Bond Coverage
    11/17/2005  -  Did you know your plan must be covered by a Fidelity Bond in the amount of 10% of the plan assets? Contact us for more information!

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