As part of our effort to keep plan sponsors and advisors up-to-date, we are providing a series of Retirement Plan Update e-mail messages.
2011 Cost-of-Living Adjustments (COLA) to Retirement Plans
EFAST2 Update - Reporting from the "Trenches"
Reasons to Submit a Plan for an IRS Favorable Determination Letter
Service Provider Fee Disclosure: Another Step toward Fee Transparency
"In-Plan" Roth Conversions
New Proposal Challenges Retirement Plans
New IRS Surveys of Plan Sponsors
EFAST2 - The Electronic Age Descends Upon Retirement Plan Filings
2010 Cost-of-Living Adjustments (COLA) to Retirement Plans
The Six Things Every 401(k) or Defined Contribution Plan Sponsor Should Know About EGTRRA Restatements
IRS Proposes Rules Allowing Employers to Suspend 3% Safe Harbor 401(k) Contributions During Plan Year
DOL Explains ERISA Bonding Requirements
2009 Required Minimum Distribution Relief (RMD) and Sample Participant Communication
Worker, Retiree, and Employer Recovery Act of 2008
QDIAs?- Fiduciary Protection Questions and Answers
2009 Cost of Living Adjustments (COLA) to Retirement Plans
What is a Legitimate Plan Expense?
Final 415 Regulations
Supreme Court Decision in LaRue
DOL Safe Harbor for Employee Deposits
If you have any questions regarding these Retirement Plan Updates or the services we offer, contact our compliance consulting team at (619) 233-3054.
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