Hot Topics MCHO Home Page



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Document
Number

HOT TOPIC SUBJECT
2003

59 Articles Appearing in 401(k)HelpCenter in 2003 and 2004
58 Articles Appearing in Benefits Link in 2003 and 2004
57 Controlled Group Coverage Test  12-19-03
56 Calculating the Maximum  Loan When More Than One Loan in 12 Months 12-19-03
55 Transition Rules for PEOs 12-19-03
54 Short Plan Year Chart  12-18-03
53 Surveying for Plans with "Flat Dollar" QNEC or "Flat Dollar" Matching Formulas 12-05-03
52 IRS and DOL Releases 12-05-03
51 Corrective Distribution Chart; Excess Contribution Corrected After 2 1/2 Months and Before 12 Months After the Plan Year Ends 12-05-03
50 Catch-up Contribution, Plan Limit, IRS Clarification 11-20-03
49 Corrective Distribution Chart Excess Contribution Within 2 1/2 Months 11-20-03
48 Richard Hochman's IRS Testimony on the Proposed 401(k)/(m) Regulations 11-12-03
47 Safe Harbor Article 11-7-03
46 Safe Harbor Chart Updated 11-7-03
45 IRS Compliance Material, Publication 4050; IR-2003-118 10-23-03
44 Cost of Living Chart 10-16-03
43 GUST Deadline -- A Post-September30th Recap 10-09-03
42 Ineligible Employee Elective Deferral Chart 10-09-03
41 Cross-tested Contribution Caveats 10-09-03
40 Hurricane Isabel Extensions and Other Upcoming Deadlines 10-09-03
39 Excess Annual Additions Chart 09-25-03
38 DOL Advisory Opinion 2003-11A, Mutual Fund Profiles Satisfy 404(c) 09-25-03
37 403(b) Rollovers After EGTRRA  09-11-03
36 Excess Deferral Chart  09-11-03
35 DOL Advisory Opinion 2003-09A on Receipt of 12b-1 and Subtransfer Fees  09-11-03
34 A Final (?) Word on Plan Amendments 09-08-03
33 Spouse Beneficiary Rules 2003  09-02-03
32 401(k) Proposed Regulations Overview  08-29-03
31 GUST Submission Extension With $250 Compliance Fee Until 01-31-04   08-28-03
30 Cash Balance Plans Land in Court  08-15-03
29 Comments to IRS on 401(k) Proposed Regs.  08-15-03
28 EPCRS Fee Increases  08-15-03
27 401(k)/401(m) Proposed Regulations 07-31-03
26 Recent IRS and DOL Releases 07-31-03
25 Catch-up Final Regulations  07-10-03
24 IRS To Issue Guidance On Allocating Expenses Addressing FAB 2003-3 07-03-03
23 Tips on Use of McKay Hochman Website: A Research Tool With Commentary 07-02-03
22 Participants Have More to Defer Under the New Tax Law 07-01-03
21 Beneficiary Options 2003  06-19-03
20 IRS Issues Updated and Streamlined EPCRS  06-19-03
19 New Question on Form 5500 Could Be Troublesome to Practitioners  Prototype Plan News 06-19-03
18 DOL Issues Guidance on Allocating Plan Expenses Among Participants in Field Assistance Bulletin 2003-3   06-05-03
17 Proposed Regulations on Deemed IRA  06-05-03
16 Safe Harbor 401(k) Chart    05-16-03;  Rev. 10-30-03
15 IRS Approves Our IRA Prototypes  05-12-03
14 IRS Second White Paper On Future of Employee Plans Determination Letter Program   05-02-03
13 Defined Benefit Plans Available on the Portal   04-23-03
12 Find It @ www.mhco.com  Prototype Plan News Article  04-17-03
11 Find It @ www.mhco.com "CHEAT SHEET"   Prototype Plan News Article ANSWERS  04-17-03
10 IRS Final Regulations Concerning 204(h) Notice and McKay Hochman Highlights of the 204(h) Final Regulations 04-17-03
9 Department of Labor Advisory Opinion 95-17A  Credit Card Loan Program Advisory Opinion Referred to in Prototype Plan News
8 Otherwise Excludable Employees  Posted 03-07-03
7 Have Your 401(k)ake and Eat It Too; Sole Proprietor 401(k)  Posted 03-07-03
6 401KPortal Enhancements for 2003  Posted 03-07-03
5 New Defined Contribution Administrative Forms Package 02-21-03
4 List of Defined Contribution Administrative Forms 02-21-03
3 DOL Renames Pension and Welfare Benefits Administration (PWBA) to Employee Benefit Security Administration (EBSA)  02-04-03
2 President's Budget Contains 3 Changes - Treasury Department Press Release  02-03-03
1 DOL Final Rules on Blackout Notice and Sample Notice   01-31-03

 

 

 

 

         

   

 

 

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