Newsletters and Articles
Published newsletters and occasional industry articles are part of our ongoing support to our clients and to our expanding network of financial service professionals with whom we work to serve our clients. Employee Benefits Update is our professionally-produced bimonthly newsletter, the six most recent issues of which are summarized below, with links to access each newsletter. Appearing below our newsletters are articles containing industry updates, technical information, or consulting summaries which we produce and publish ourselves. We hope you and your associates find this comprehensive information helpful.
Newsletters
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- What you need to know about top-heavy testing
- Correcting errors before they cost you
- AUTOMATIC ENROLLMENT - The quickest way to boost retirement plan participation
- Be on time with your electronic federal tax deposits
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- Setting sail to a safe harbor - Is a safe harbor 401(k) plan right for you?
- Looking for money - What you need to know about plan loans
- THE CONTROLLING DOCUMENT - Plan document vs. summary plan description
- Final IRS hybrid plan regulations now a reality
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- Name that fiduciary - EBSA proposes expansion of key definition
- Life isn't always easy - Hardship distributions and their consequences
- The ABCs of ADP testing
- Don't be sorry - distribute your SAR
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- DOL issues regulations for service providers' disclosures
- Who's preparing your tax return and Form 5500?
- Controlled by the IRS - What you need to know about controlled groups
- Just don't do it - Prohibited transactions in qualified plans can affect plan participants
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- What employers should know about traditional and Roth IRAs
- How much does that cost? New fee disclosure rules
- Get ready to file - Form 5500 and Schedule SSA updates
- Claiming the health insurance contribution tax credit
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- What's Congress done for benefits lately?
- How the SBJA of 2010 affects you
- Battle of the documents
- What if your summary plan description and plan document differ?
- Avoid mistakes with timely deposits
- 2011 vs. 2010 retirement plan limits
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Articles
| 2012 Cost of Living Annual Dollar Limits |
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2011 Summary Comparison of
Qualified Plans, IRAs and TSAs |
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Defined Benefit Plans
Consulting and Design
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