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. Please bookmark our site so you can easily return to view our future newsletters.

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
&
Rise of the Machines

June 2017

Benefit Communications in an Electronic World

April 2017

Dealing with Uncashed Distribution Checks and Missing Participants

February 2017

Rules and Taxation of 401(k) 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 Right Combination for Your Retirement Plan

July 2015

The Best Plan to Drive Your Retirement Needs

June 2015

Automatic Enrollment for 401(k) Plans

April 2015

Timing is Everything

February 2015

Year-End Compliance Testing Overview

December 2014

Hardship Distributions from 401(k) Plans

October 2014

The Ultimate Plan Sponsor Checklist

August 2014

Ready or Not, Here it Comes...the PPA Plan Restatement

June 2014

The Continuing Evolution of the Safe Harbor 401(k) Plan

April 2014

Boomerang Employees: Rehires and Retirement Plans

February 2014

Down with DOMA

December 2013

How Do You Spell Relief? E-P-C-R-S

October 2013

Cross-Testing: The Right Tool for Many Jobs

August 2013

Under Control or Out of Control

June 2013

When Good Loans Go Bad

April 2013

Don't let Missing Participants and Small Balances become a Big Problem

February 2013

The IRS Meets Letterman

December 2012

How to Survive a Visit from the IRS or DOL

October 2012

Top Heavy Impact on 401(k) Plans

August 2012

Fiduciary Fact or Fiction

June 2012

The Final Fee Disclosure Regulations Have Arrived

April 2012

At Your Service

February 2012

Increasing 401(k) Plan Participation

December 2011

Participant Fee Disclosure Requirements for Individual Account Plans

October 2011

Should They Stay or Should They Go: Dealing with Terminated Participants

August 2011

Fiduciary Liability for Participant-Directed Plans

June 2011

Don't let the QDRO be Worse than the Marriage

April 2011

Do You Know Who Your Employees Are?

February 2011

Cash Balance Plans 101

January 2011

Plan Year-End "To Do" List

December 2010

Record Retention

October 2010

Safe Harbor 401(k) Plan Offers Many Advantages

August 2010

Roth 401(k) FAQs

June 2010

When Should the Check be in the Mail?

April 2010

Participants are on a Need to Know Basis...and They Need to Know

February 2010

Mandatory Electronic Filing Applies to Form 5500 Soon!

December 2009

Coping With the Impact of the Pension Protection Act

November 2009

Voluntary Corrections for Qualified Plans

October 2009

Plan Distributions Are on the Rise

August 2009

ERISA Fiduciary Responsibilities

June 2009

Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting

April 2009

Payment Options for Plan Expenses

February 2009

The Hidden Pension Trap--The Aggregation Rules

December 2008

Timely Deposit of Plan Contributions

October 2008

EGTRRA Restatements...The time has come

August 2008

Solving 401(k) Testing Problems With New Design Options

June 2008

Top Heavy Rules May Impact Plan Design

April 2008

The Impact of the Pension Protection Act on Defined Benefit Plans

March 2008

Understanding 401(k) ADP and ACP Testing

February 2008

Default Investment Rules Facilitate Auto Enrollment

December 2007

Compensation:  Definitions and Applications

October 2007

Keeping Abreast of Plan Limitations

August 2007

Keeping Up To Date With Form 5500 Requirements

June 2007

New Life for Defined Benefit and Cash Balance Plans

May 2007

The Prudent 401(k) Fiduciary

April 2007

Plan Compliance Update for 2007

February 2007