2009 Back-to-Basics Manual

Our Back-to-Basics Manual is remarkable in many ways. It has 16 chapters — over 500 pages — and the resource area contains most of our website’s popular charts and much more. The purchase price is remarkable, too: the manual is available for only $199. Click here to check out the contents. Click here for a specimen chapter on top-heavy plans, key employees, family attribution, and highly compensated employees. If you are interested in purchasing this valuable resource, contact Elaine Palma at 973-492-1880.

Auto Enroll Final Regs

Ready for part four of our “big picture” overview of the final automatic enrollment regulations? Click here.

New Charts

The newest charts in our growing collection are on EESA, HEART, and WRERA. Click here for the HEART chart; click here for the EESA chart; click here for the WRERA chart.

PPA Three Years Later

We have updated our PPA chart to include all developments since the legislation was enacted in 2006. Click here for the chart.

Check out all the new eSeminars

Click here for our new schedule of eSeminars.

		E-mail Alert FAQs
		If a participant has a vested account balance of $12,000, may he take a $10,000 participant loan?
		Click here for the answer.
		What are the post-rehire rules from the final automatic contribution arrangement regulations, and how do they differ from the definition of a break in service?
		Click here for the answer.

		eSeminars:
		Classes tend to fill up fast. Visit www.newkirk.com/event for more information today!
		7/16/09	Qualified Plan Beneficiary Rules and Issues
		7/23/09	2009 Document Restatement
		8/6/09	Participant Loan Overview
		8/18/09 or 8/19/09	2009 Third Quarter Update
		8/2709	Fiduciary Responsibility in 2009
		9/3/09	401(k) Safe Harbor and SIMPLE Plans
		Various Dates	2009 Plan Administration Series
		Various Dates	2009 Form 1099-R and Form 5498 Series
		Please see each individual course description for specific course levels, registration deadlines, fees, technical specifications for online events, continuing education credits, and other important information.

		Regional Seminars
		Visit www.mhco.com for more information, or click the link below.
		8/4-5/09	Retirement Plan Insights – Boston, MA
		9/22-23/09	Back-to-Basics – Amherst, NY
		11/10-11/09	Retirement Plan Insights – Las Vegas, NV
		11/23-24/09	Retirement Plan Insights – Baltimore, MD
		Please see each individual course description for specific course levels, registration deadlines, fees, continuing education credits, and other important information.

		Recorded eSeminars:
		Classes tend to fill up fast. Visit www.newkirk.com/event for more information today!
		Reviewing the McKay Hochman EGTRRA Prototype Plan – A 3-Part Series
		2009 Back-to-Basics Series: Qualified Plans Foundation
		2009 Back-to-Basics Series: 401(k) Plans
		2009 First Quarter Update
		2009 Second Quarter Update
		Defined Contribution Plan Design Alternatives for Small Employers
		Controlled Groups
		Form 5500 Update
		Form 5500 – Getting Ready for Plan Year 2009
		Please see each individual course description for specific course levels, fees, technical specifications for online events, continuing education credits, and other important information.

The general information in this e-mail alert is not intended to be nor should it be treated as tax, legal, or accounting advice. Additional issues could exist that would affect the tax treatment of a specific transaction, and, therefore, taxpayers should seek advice from an independent tax advisor based on their particular circumstances before acting on any information presented. This information is not intended to be nor can it be used by any taxpayer for the purpose of avoiding tax penalties.