Newsletter
Our newsletter covers topics of interest to retirement plan sponsors and their advisors. Every quarter another online newsletter 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.
Bonds: Is your plan covered?It doesn't hurt to double check! We're here for you!Are Changes Needed to the Plan?Upcoming Compliance Deadlines for Calendar-Year Plans - Summer 2023
SECURE 2.0 is a GO! | Is it already time to complete another year-end data request? | Stay tuned! Secure 2.0 Act of 2022 includes some action items that may produce beneficial changes in the future. | Upcoming Compliance Deadlines for Calendar-Year Plans - Winter 2023
2022 Is An Ideal Time to Review Plan Design | SECURE Act Provisions for Long-Term Part-Time Employees | Navigating the Labyrinth of Required Minimum Distributions | Upcoming Compliance Deadlines for Calendar-Year Plans - Winter 2022 Newsletter
Save More for Retirement in 2022 | Form 5500 Filing Extension for FEMA | Designated Disaster Areas | Participant Distribution Fraud in the “New Normal” | Upcoming Compliance Deadlines for Calendar-Year Plans - Fall 2021 Newsletter
Missing Participants: Ready or Not Here I Come! | Safe Harbor: A Cure For Your Testing Headaches | Looking to Maximize Savings? Cash Balance Could Be the Answer! | Upcoming Compliance Deadlines for Calendar-Year Plans - Summer 2021 Newsletter
Retirement Planning is a Team Sport | Congratulations! It’s a Retirement Plan! | Department of Labor Issues Cybersecurity Guidance | Upcoming Compliance Deadlines for Calendar-Year Plans - Spring 2021 Newsletter
The MEP/PEP Debate: Are We Better Together? | Terminated Employees? Important Relief is Here. | Is There Pandemic Relief For Late Deposits? | Upcoming Compliance Deadlines for Calendar-Year Plans - Winter 2021 Newsletter
Electronic Delivery Could Save Billions | IRS Issues Additional Pandemic Relief Upcoming | Compliance Deadlines for Calendar-Year Plans - Summer 2020 Newsletter
Understanding the CARES Act, Upcoming Compliance Deadlines for Calendar-Year Plans, Ask the Experts - Spring 2020 Newsletter
How the SECURE Act is Changing Retirement | Upcoming Compliance Deadlines - Winter 2020
IRS Announces Limits for 2020 | Safe Harbor 401(k) Plan Design | Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) | The Final Rule on Hardship Distributions - Fall 2019
Bucket List: Retirement | Complying with Safe Harbor Deadlines | It’s All in the Design… - Summer 2019
Automatic Enrollment is on the Rise | Protect Your 401(k) - Spring 2019
It's Testing Season! | Know Your Options | The 401(k) Turns 40 - Winter 2019
Hardships Get a Little Easier / 2019 Cost of Living Adjustments / Helping Hands / 'Tis the season… / Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) / Port in the Storm - Fall 2018
The Retirement Income Gap / Helpful Hints for Plan Sponsors - Summer 2018
Who Is An Employee? HSA vs 401(k) - Spring 2018
Navigating Distributions Under The New Tax Law - Winter 2018
End of the Year Checklist & iWork: The Next-Gen Workforce - December 2017
Fiduciary Rule Round Up & Houston, We Have a Problem - September 2017
Retirement Plan Rx - June 2017
Benefit Communications In An Electronic World - April 2017
Rules And Taxation Of 401(K) Plan Distributions - December 2016
Keeping Abreast of Plan Loan Rules - October 2016
DOL Issues New Fiduciary Rule - August 2016
Fun with Forfeitures - June 2016
A Fresh Look at Your Form 5500 Filing - April 2016
Part-Time Employees in 401(k) Plans - February 2016
Determining Retirement Plan Compensation - December 2015
A Plan Fiduciary's Responsibilities - October 2015
The IRS is Back with Some Brand New Corrections - August 2015
The Best Plan to Drive Your Retirement Needs - June 2015
Automatic Enrollment for 401(k) Plans - April 2015
Timing is Everything - February 2015