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 - 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

    		•
    -News Flash
    Deposit date for 401(k) Deferrals
    2/28/2008  -  The DOL announced today that it is proposing an amendment to participant contribution rules of small plans (under 100 participants). The amendment would provide a safe harbor period under which amounts deposited to the plan within seven business days of withholding 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.
    2008 Limits
    11/2/2006  -  New 2008 Limits have been released! 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!
    Loan Interest
    11/17/2005  -  Loan Interest Rate for August 2008 is 4.26%
    Deduct OTC Medicines
    9/27/2005  -  Did you know that Over the Counter (OTC) medicines can be deducted in your Flex plan? Link to Cafeteria

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