Retirement Plan Newsletters

Summer 2017 

  • Should You Consider a Safe Harbor 401(k)?
  • Documenting Hardship Distributions
  • Using EPCRS To Fix Plan Errors
  • RECENT DEVELOPMENTS in Benefit Plans

Spring 2017 

  • Handling QDROs for Your Retirement Plan
  • Keys to Avoiding Compensation Errors
  • Determining 401(k) Plan Eligibility Requirements
  • RECENT DEVELOPMENTS in Benefit Plans

Winter 2016 

  • Review Plan-related Insurance Protection
  • 2017 COLA Changes
  • Managing the Use of Plan Loans
  • RECENT DEVELOPMENTS: Late Rollovers, EPCRS, Mutual Fund Ownership

Fall 2016 

  • Using Target Date Funds in Your Plan
  • Paying Expenses with Plan Assets
  • Make Sure Participants Receive the Plan Documents They’re Entitled To
  • RECENT DEVELOPMENTS in Benefit Plans

July/August 2016 

  • Make Benchmarking Your Plan an Annual Exercise
  • Employer Contribution Trends
  • QDIAs — Ten Years On
  • Recent Developments: PATH Provisions

May/June 2016 

  • Midyear Safe Harbor Amendment Guidance
  • Voluntary Correction Program Fee Changes
  • Is a Roth Conversion for You?
  • Recent Developments: IRS Compliance Questions, IRS Determination Letters