Newsletter

Spring 2022 – Benefit Insights Newsletter - Timing of Deposits 401(k)/403(b) Deferrals and Loan Repayments | New Information on on Participant Statements: Lifetime Income Illustrations | Upcoming Compliance Deadlines for Calendar-Year Plans

Winter 2022 Newsletter - 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

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