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.

2009

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

2008

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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