Retirement Plan Newsletters

Fall 2017 

  • Which Retirement Plan Fits Best?
  • New Proposal for Employee Benefit Plan Audits
  • Retaining Plan Records
  • RECENT DEVELOPMENTS in Benefit Plans

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