Newsletters
Our newsletter covers topics of interest to retirement plan sponsors and their advisors. Every other month another online newsletter, called Benefit Insights, 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.

Benefit Insights - February 2012
  • Calculating Service

    • Benefit Insights - December 2011
  • Increasing 401(k) Plan Participation

    • Benefit Insights - October 2011
  • Participant Fee Disclosure Requirements

    • Benefit Insights - August 2011
  • Dealing with Terminated Participants

    • Benefit Insights - June 2011
  • Fiduciary Liability for Participant-Directed Plans

    • Benefit Insights - April 2011
  • QDRO

    • Benefit Insights - February 2011
  • Do You Know Who Your Employees Are?

    • Benefit Insights - December 2010
  • Plan Year-End "To Do" List

    • Benefit Insights - October 2010
  • Record Retention

    • Benefit Insights - August 2010
  • Safe Harbor 401(k) Plan Advantages

    • Benefit Insights - June 2010
  • Roth 401(k) FAQs

    • Benefit Insights - April 2010
  • When Should the Check be in the Mail?

    • Benefit Insights - February 2010
  • Participants are on a Need to Know Basis...

    • Benefit Insights - December 2009
  • Mandatory Electronic Filing Applies to Form 5500

    • Benefit Insights - October 2009
  • Voluntary Corrections for Qualified Plans

    • Benefit Insights - August 2009
  • Plan Distributions are on the Rise

    • Benefit Insights - June 2009
  • Fiduciary Responsibilities

    • Benefit Insights - April 2009
  • Layoffs Can Result in Partial Plan Termination

    • Benefit Insights - February 2009
  • Payment Options for Plan Expenses

    • Benefit Insights - December 2008
  • The Aggregation Rules

    • Benefit Insights - October 2008
  • Timely Deposit of Plan Contributions

    • Benefit Insights - August 2008
  • EGTRRA Restatements - The time has come

    • Benefit Insights - June 2008
  • Solving 401(k) Testing Problems with New Design

    • Benefit Insights - April 2008
  • Top Heavy Rules May Impact Plan Design

    • Benefit Insights Special - March 2008
  • Impact of PPA on Defined Benefit Plans

    • Benefit Insights - February 2008
  • Understanding 401(k) ADP and ACP Testing

    • Benefit Insights - December 2007
  • Default Investment Rules and Auto Enrollment

    • Benefit Insights - October 2007
  • Compensation: Definitions and Applications

    • Benefit Insights - August 2007
  • Keeping Abreast of Plan Limitations

    • Benefit Insights - June 2007
  • Form 5500 Requirements

    • Benefit Insights - April 2007
  • The Prudent 401(k) Fiduciary

    • Benefit Insights - February 2007
  • Plan Compliance Update for 2007

    • Benefit Insights - December 2006
  • Participant Cruise Control: Automatic Enrollment

    • Benefit Insights - October 2006
  • Pension Protection Act of 2006

    • Benefit Insights - August 2006
  • Retirement Plan Coverage for Part-Time Employees

    • Benefit Insights - June 2006
  • Hardship Distributions Provide Valuable Option

    • Benefit Insights - April 2006
  • Military Leave Rules for Retirement Plans

    • Benefit Insights - February 2006
  • Responsibilities of a Plan Sponsor

    • Benefit Insights - December 2005
  • Qualified Plan Document Maintenance

    • Benefit Insights June 2005
  • Safe Harbor 401(k) Plans

    • Benefit Insights - April 2005
  • Guide to 401(k) Plan Distributions

    • Benefit Insights February 2005
  • IRS Issues Final 401(k) Regulations

    • Benefit Insights December 2004
  • Guidance on Automatic Rollovers & Lost Participant

    • Benefit Insights October 2004
  • Participant-Directed Account Liability

    • Benefit Insights - August 2004
  • Keeping Plan Records

    • Benefit Insights - June 2004
  • Dividing Retirement Benefits in Divorce

    • Benefit Insights April 2004
  • Choosing the Right Plan

    • Benefit Insights - February 2004
  • Keeping Plans in Compliance

    • Benefit Insights December 2003
  • New Comparability after EGTRRA

    • Benefit Insights October 2003
  • When Good Plans Go Bad

    • Benefit Insights August 2003
  • Allocation of Plan Expenses

    • Benefit Insights June 2003
  • Owners of Multiple Businesses Beware!

    • Benefit Insights April 2003
  • Defined Benefit Plans

    • Benefit Insights February 2003
  • Final Loan Regulations

    • Benefit Insights December 2002
  • Five Reasons to Sponsor a Qualified Plan

    • Benefit Insights October 2002
  • Important Plan Communications

    • Benefit Insights August 2002
  • Timing of Plan Contributions

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    -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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