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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- Plan to offer diverse investment options - Understanding ERISA diversification requirements
- Is it time to review your 401(k) plan?
- DOL clarifies brokerage window disclosure requirements
- Don't get caught in a beneficiary battle - Keep beneficiary designations up to date
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- It's time to reap the benefits of matching contributions
- Can you define "compensation"? - A review of IRS definitions that affect qualified plans
- Offsetting stagnant salaries with increased benefits
- 2012 vs. 2013 retirement plan limits
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- What plan sponsors need to do to be ready for 2013
- Are you ready for a plan audit?
- The Moving Ahead for Progress in the 21st Century Act - PBGC premiums increased and pension plan funding stabilized
- Navigating the revised Form 2848
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- Employees seek more security, yet take more responsibility - Highlights of MetLife's benefits trends study
- Does your plan have the right vesting schedule?
- The DOL issues opinions on "open" multiple employer plans
- REFORMATION AND SURCHARGE UNDER ERISA - Expanding on a Supreme Court theory
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- Now is the time - Questions to ask when reviewing service providers
- Are you sending the required notices to participants?
- When to pay plan benefits to an alternate payee - A qualified domestic relations order primer
- Timing is key in miscalculation-of-benefit lawsuits
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- Aiming for the target - Are target date funds right for your plan?
- Follow the right path - DOL issues final rule on prohibited transaction exemption procedures
- Court decision may affect health plan reimbursement provisions
- Plan sponsors' fee disclosure date is on the horizon (not Service providers' as indicated in the article itself)
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Articles
| 2013 Cost of Living Annual Dollar Limits |
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2012 Summary Comparison of
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