Alert # 2010-3|February 25, 2010

Safe Harbor 401(k) Top Heavy Plans

There are some interesting rules for safe harbor 401(k) plans that are top heavy. Click here for the details.

Controlled Group

Family attribution rules provide that each spouse’s ownership in a company is attributed to the other spouse. Click here for the story and the exception to the rules.

Ethics

For the first time, many industry professionals will be required to add Ethics and Professionalism to their continuing education regime in 2010. Why not earn those credits early in the year? Click here for information on an eSeminar taught by Rich Hochman, President and COO of McKay Hochman.

Roth Conversion Tips

For some tips on Roth conversions, click here.

Back to Basics

This year, our popular Back-to-Basics course is being offered as an eSeminar only. It consists of three live and 15 recorded 60-minute classes for only $399 per attendee. (Total number of CE hours is 17). Click here for details.

Newkirk Expands Gap Reporting and Communications Services

Newkirk, our parent company, has expanded its suite of “retirement income readiness” reporting and communication services. Click here for more information. Click here for the press release.

		eSeminars:
		Classes tend to fill up fast. Visit www.newkirk.com/event for more information today!
		3/17/10	New Roth Conversion and Portability
		3/30/10	What's New on the 5500 Forms
		3/31/10	Top-Heavy Rules, Keys, Family Attribution, Bonding
		4/7/10	Controlled Groups
		4/8/10	2010 Back-to-Basics Series
		4/21/10 or 4/22/10	Ethics for the Retirement Plan Professional
		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.
		5/11-12/10	Retirement Plan Insights — Coraopolis, PA
		6/8-9/10	Practitioner — Oakbrook, IL
		6/8-9/10	Retirement Plan Insights — Oakbrook, IL
		Please see each individual course description for specific course levels, registration deadlines, fees, 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.

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