| September/October 2010 |
 Focus On Target Date Funds
Is it time for a self audit?
Diversification of Employer Securities
Recent Developments
|
|
| July/August 2010 |
HEART Act Clarifications
Exception to the Early Withdrawal Penalty
Blackout Period and Notice
Recent Developments
|
|
| May/June 2010 |
Deadline for Depositing Deferrals
Safe Harbor 401(k) Notice
Successor Plan Rule
Recent Developments
|
|
| March/April 2010 |
An Introduction to Controlled Groups
Back to Basics: The ADP Test
Recent Developments
|
|
| January/February 2010 |
Preview of Changes for 2010
2010 IRS Cost-of-Living Adjustments
Plan Expenses and Cost Cutting
Recent Developments
|
|
| November/December 2009 |
Restatement and Amendment Deadlines
New Non-Spuse Beneficiary Rollover Rules
Roth IRA Conversion in 2010
Recent Developments
|
|
| September/October 2009 |
Ending a Nonelective Safe Harbor Contribution
A Cross-Testing Primer
Recent Developments
|
|
| July/August 2009 |
Final Automatic Enrollment Regulations: QACA
Final Automatic Enrollment Regulations: EACA
Recent Developments
|
|
| May/June 2009 |
Supreme Court Rules in Divorced Beneficiary Case
Penalty for Failing To Disclose Documents
Recent Developments
|
|
| March/April 2009 |
Interim Valuation of a Balance Forward Plan
Save Harbor 401(k) Nonelective Contribution
Worker, Retiree, and Employer Recovery Act of 2008
Recent Developments
|
|
| January/February 2009 |
Qualified Retirement Plan Protection from Creditors
IRS and Social Security Cost-of-Living Adjustments
Guidance on Missing Participants
Recent Developments
|
|
| November/December 2008 |
Safe Harbor 401(k) Plan Options for 2009
The HEART Act
Recent Develpments
|
|
| September/October 2008 |
Post-severance Compensation Revisited
Partiial Rollover Rules
Back to Basics: Blackout Period Notices
Recent Developments
|
|
| July/August 2008 |
401(k) Supreme Court Case
EGTRRA Opinion Letters
Deadline for Depositing Deferrals
Recent Developments
|
|
| May/June 2008 |
ERISA Disclosure Requirements
Direct Rollover to a Roth IRA
QJSA Distributions: A Review
Recent Developments
|
|
| March/April 2008 |
Automatic Enrollment 2008
Stretch IRA and Other Options for Spouse Beneficiaries
Recent Develpments
|
|
| January/February 2008 |
QDIA Final Regulations
IRS and Social Security Cost-of-Living Adjustments
2008: A Year of Change
Recent Developments
|
|
| November/December 2007 |
Safe Harbor 401(k) or QACA for 2008?
Charitable Donation IRAs
Missed RMD Payments
Recent Developments
|
|
| September/October 2007 |
Final Roth Distribution Regulations
Final Roth Tracking Period and Reporting Rules
Recent Develpments
|
|
| July/August 2007 |
Changes to the Distribution Notice
Interim Final Guidance on QDROs
Final 415 Regulations
Recent Developments
|
|
| March/April 2007 |
PPA Changes for 2007
Plan Statement Guidance from DOL
A Closer Look at Two PPA Changes
Recent Developments
|
|
| January/February 2007 |
Current Automatic Enrollment Rules
IRS and Social Security Cost-of-Living Adjustments
New Automatic Enrollment Rules Starting in 2008
Recent Developments
|
|
| November/December 2006 |
The Pension Protection Act of 2006
Form 5500 Update
PPA Disclosures and Notices
Recent Developments
|
|
| September/October 2006 |
Highlights of the EPCRS Changes
Eligibility Rules Part 1: Hours of Service
Eligibility Rules Part 2: Elapsed Time
Recent Developments
|
|
| July/August 2006 |
Federal Tax Withholding on Retirement Plan Distributions
A Review of Distribution Notices
The Medical Expense Hardship Distribution
Recent Developments
|
|
| May/June 2006 |
Proposed Regulations for Roth 401(k) Distributions
Recap: Post-severance Compensation
A New Definition of "Dependent"
Recent Developments
|
|
| March/April 2006 |
Final Roth 401(k) Regulations Issued
Katrina Distributions Impact Nationwide
Recent Develpments
|
|
| January/February 2006 |
Final 401(k) Regulations Effective in 2006
IRS and Social Security Cost-of-Living Adjustments
Roth 401(k) Basics
Recent Developments
|
|
| November/December 2005 |
Required Minimum Distribution Rules
Circular 230: Changes to Written Advice
IRS Proposes Electronic Communication Standards
Recent Developments
|
|
| September/October 2005 |
Safe Harbor 401(k) Plan for 2006
Provide Plan Documents in a Timely Manner
Using Severance Compensation for Qualified Plan
Recent Developments
|
|
| July/August 2005 |
Bankruptcy and Retirement Plans in 2005
IRS Provides Guide to Audit Process
Proposed Roth 401(k) Regulations
Recent Developments
|
|
| May/June 2005 |
Final 401(k) Regulations: An Overview for Plan Sponsors
Elective Deferrals for Sole Proprietors and Partners
Coverage Testing and the Coverage Transition Rule
Recent Developments
|
|
| March/April 2005 |
Satisfying Top-heavy Requirements: It's All in the Design
The Three-legged Stool in Transition
All about RBDs ("required beginning date"
Recent Developments
|
|
| January/February 2005 |
Final Rules for Automatic Rollovers
IRS and Social Security Cost of living Adjustments
DOL Guidance on Missing Participants
Recent Developments
|
|
| November/December 2004 |
Safe Harbor Plans for 2005
Top-Heavy Rules for Safe Harbor Plans
Examples of Safe Harbor 401(k) Formulas
|
|
| September/October 2004 |
Allocating Plan Expenses in 2004
Automatic Enrollment Rules Clarified
Husband and Wife Sole Proprietors-Controlled Group Rules
|
|
| July/August 2004 |
Automatic Rollovers May Ease Missing Participant Problem
Pension Funding Equity Act of 2004
IRS Attacks Insurance Policy Abuse in Pension Plans
EGTRRA Restatements are Coming - But Not Quite Yet
|
|
