IRS Announces Limits for 2020, Safe Harbor 401(k) Plan Design, The Final Rule on Hardship Distributions, Upcoming Compliance Deadlines for Calendar-Year Plans |
Fall 2019 |
Bucket List: Retirement, Complying With Safe Harbor Deadlines, It’s All in the Design... |
Summer 2019 |
Automatic Enrollment is on the Rise, Protect Your 401(k) |
Spring 2019 |
It's Testing Season!, Know Your Options, The 401(k) Turns 40 |
Winter 2019 |
Hardships Get a Little Easier, Helping Hands, 'Tis the season..., Port in the Storm |
Fall 2018 |
The Retirement Income Gap, Helpful Hints for Plan Sponsors |
Summer 2018 |
Who is an Employee?, HSA vs 401(k) |
Spring 2018 |
Navigating Distributions, Under the New Tax Law |
Winter 2018 |
End of the Year Checklist, iWork: The Next-Gen Workforce |
December 2017 |
Fiduciary Rule Round Up, Houston, We Have a Problem... |
September 2017 |
Retirement Plan Rx |
June 2017 |
Benefit Communications in an Electronic World |
April 2017 |
Dealing with Uncashed Distribution Checks and Missing
Participants |
February 2017 |
Rules and Taxation of 401(k) Plan Distributions |
December 2016 |
Keeping Abreast of Plan Loan Rules |
October 2016 |
DOL Issues New Fiduciary Rule |
August 2016 |
Fun with Forfeitures |
April 2016 |
A Fresh Look at Your Form 5500 Filing |
April 2016 |
Part-Time Employees in 401(k) Plans |
February 2016 |
Determining Retirement Plan Compensation |
December 2015 |
A Plan Fiduciary's Responsibilities |
October 2015 |
The IRS is Back with Some Brand New Corrections |
August 2015 |
The Right Combination for Your Retirement Plan |
July 2015 |
The Best Plan to Drive Your Retirement Needs |
June 2015 |
Automatic Enrollment for 401(k) Plans |
April 2015 |
Timing is Everything |
February 2015 |
Year-End Compliance Testing Overview |
December 2014 |
Hardship Distributions from 401(k) Plans |
October 2014 |
The Ultimate Plan Sponsor Checklist |
August 2014 |
Ready or Not, Here it Comes...the PPA Plan Restatement |
June 2014 |
The Continuing Evolution of the Safe Harbor 401(k) Plan |
April 2014 |
Boomerang Employees: Rehires and Retirement Plans |
February 2014 |
Down with DOMA |
December 2013 |
How Do You Spell Relief? E-P-C-R-S |
October 2013 |
Cross-Testing: The Right Tool for Many Jobs |
August 2013 |
Under Control or Out of Control |
June 2013 |
When Good Loans go Bad |
April 2013 |
Don't let Missing Participants and Small Balances Become a Big Problem |
February 2013 |
The IRS Meets Letterman |
December 2012 |
How to Survive a Visit from the IRS or DOL |
October 2012 |
Top Heavy Impact on 401(k) Plans |
August 2012 |
Fiduciary Fact or Fiction |
June 2012 |
The Final Fee Disclosure Regulations Have Arrived |
April 2012 |
At Your Service |
February 2012 |
Increasing 401(k) Plan Participation |
December 2011 |
Participant Fee Disclosure Requirements for Individual Account Plans |
October 2011 |
Should They Stay or Should They Go: Dealing with Terminated Participants |
August 2011 |
Fiduciary Liability for Participant-Directed Plans |
June 2011 |
Don't let the QDRO be Worse than the Marriage |
April 2011 |
Do You Know Who Your Employees Are? |
February 2011 |
Cash Balance Plans 101 |
January 2011 |
Plan Year-End To Do List |
December 2010 |
Record Retention |
October 2010 |
Safe Harbor 401(k) Plan Offers Many Advantages |
August 2010 |
Roth 401(k) FAQs |
June 2010 |
When Should the Check be in the Mail? |
April 2010 |
Participants are on a Need to Know Basis...and They Need to Know |
February 2010 |
Mandatory Electronic Filing Applies to Form 5500 Soon! |
December 2009 |
Coping With the Impact of the Pension Protection Act |
November 2009 |
Voluntary Corrections for Qualified Plans |
October 2009 |
Plan Distributions Are on the Rise |
August 2009 |
ERISA Fiduciary Responsibilities |
June 2009 |
Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting |
April 2009 |
Payment Options for Plan Expenses |
February 2009 |
The Hidden Pension Trap-The Aggregation Rules |
December 2008 |
Timely Deposit of Plan Contributions |
October 2008 |
EGTRRA Restatements...The time has come |
August 2008 |
Solving 401(k) Testing Problems With New Design Options |
June 2008 |
Top Heavy Rules May Impact Plan Design |
April 2008 |
The Impact of the Pension Protection Act on Defined Benefit Plans |
March 2008 |