Resources
Monthly Pension Plan Newsletters
2023
Fall: Cost of Living Adjustments for 2024
Summer: Bonds: Is Your Plan Covered?
Spring: Newsletter Plan Participants The More They Know The Better
Winter: SECURE 2.0 is a GO
2022
Fall: Cost of Living Adjustments for 2023
Summer: Form 5500 insights
Spring: 2022 Deadlines, Deposit Timing & More
Winter: 2022 An Ideal Time to Review Plan Design
2020
Fall: Cost of Living Adjustments for 2021
Summer: Electronic Delivery Could Save Billions
Spring: CARES Act
Winter: SECURE Act
2019
Summer: Bucket List: Retirement
Spring: Automatic Enrollment is on the Rise & Protect Your 401(k)
Winter: It’s Testing Season! and more…
2017
December: End of the Year Checklist Rx
September: New Fiduciary Rule and Hardship Distributions
June: Retirement Plan Rx
April: Benefit Communications in an Electronic World
February: Part-Time Employees in 401(k) Plans
2016
December: Rules and Taxation of 401(k) Plan Distributions
October: Keeping Abreast of Plan Loan Rules
August: DOL Issues New Fiduciary Rule
June: Fun with Forfeitures
April: A Fresh Look at Your Form 5500 Filing
February: Part-Time Employees in 401(k) Plans
2015
December: Determining Retirement Plan Compensation
October: A Plan Fiduciary’s Responsibilities
August: The IRS is Back with Some Brand New Corrections
July: The Right Combination for Your Retirement Plan
June: The Best Plan to Drive Your Retirement Needs
April: Automatic Enrollment for 401(k) Plans
February: Timing is Everything
2014
December: Year-End Compliance Testing Overview
October: Hardship Distributions from 401(k) Plans
August: The Ultimate Plan Sponsor Checklist
June: Ready or Not, Here it Comes…the PPA Plan Restatement
April: The Continuing Evolution of the Safe Harbor 401(k) Plan
February: Boomerang Employees: Rehires and Retirement Plans
2013
December: Down with DOMA
October: How Do You Spell Relief? E-P-C-R-S
August: Cross-Testing: The Right Tool for Many Jobs
June: Under Control or Out of Control
April: When Good Loans Go Bad
February: Don’t let Missing Participants and Small Balances become a Big Problem
2012
December: The IRS Meets Letterman
October: How to Survive a Visit from the IRS or DOL
August: Top Heavy Impact on 401(k) Plans
June: Fiduciary Fact or Fiction
April: The Final Fee Disclosure Regulations Have Arrived
February: Crediting Service for Eligibility and Vesting
2011
December: Increasing 401(k) Participation
October : Participant Fee Disclosure Requirements for Individual Account Plans
August: Should They Stay or Should They Go: Dealing with Terminated Participants
June: Fiduciary Liability for Participant-Directed Plans
April: Don’t let the QDRO Be Worse Than the Marriage
February: Do You Know Who Your Employees Are?
January: Cash Balance Plans 101
2010
December: Plan Year-End ‘To Do’ List
October: Record Retention
August: Safe Harbor 401(k) Plan Offers Many Advantages
June: Roth 401(k) FAQs
April: When Should the Check be in the Mail?
February: Participants are on a Need to Know Basis…and They Need to Know
2009
December: Mandatory Electronic Filing Applies to Form 5500 Soon!
October: Voluntary Corrections for Qualified Plans
August: Plan Distributions are on the Rise
June: ERISA Fiduciary Responsibilities
April: Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting
February: Payment Options for Plan Expenses
2008
December: The Hidden Pension Trap – The Aggregation Rules
October: Timely Deposit of Plan Contributions
August: EGTRRA Restatements… The time has come
June: Solving 401(k) Testing Problems With New Design Options
April: Top Heavy Rules May Impact Plan Design
March, special edition: The Impact of the Pension Protection Act on Defined Benefit Plans
February: Understanding 401(k) ADP and ACP Testing
2007
December: Default Investment Rules Facilitate Auto Enrollment
October: Compensation: Definitions and Applications
August: Keeping Abreast of Plan Limitations
June: New Life for Defined Benefit and Cash Balance Plans
April: The Prudent 401(k) Fiduciary
February: Plan Compliance Update for 2007
2006
December: Participant Cruise Control: Automatic Enrollment
October: Pension Protection Act of 2006 Reinforces Private Pension System
August: Retirement Plan Coverage for Part-Time Employees
June: Hardship Distributions Provide Valuable Option
April: Military Leave Rules for Retirement Plans
February: Responsibilities of a Plan Sponsor