Alert # 2010-8|May 27, 2010

401(k) Compliance Questionnaire

The IRS has created a compliance questionnaire and is mailing it to certain 401(k) plan sponsors. Click here for the story.

New Form 5500EZ

The new Form 5500EZ contains a number of changes. Click here for an overview.

Form 5500 Filing PIN

The DOL has issued much-needed relief by permitting those who file Form 5500 on behalf of employers to use the employer’s personal identification number (PIN) to file the Form. Click here for the details.

2009 RMD Waiver

The 2009 RMD waiver is over. Or is it? Beneficiaries may still be affected. Click here for the story.

Chart Update

For our latest chart to be updated, click here.

Next Regional Classes

Our next regional classes will be in Oakbrook, IL on June 8 and 9. For information on our Retirement Plans Insights class, click here.  We are also offering a new, public, intermediate-to-advanced level Practitioners Seminar. For information on it, click here.

Click here for a complete list of our in-person classes and locations.

		eSeminars:
		Classes tend to fill up fast. Visit www.newkirk.com/event for more information today!
		Ongoing	2010 Back-to-Basics Series
		6/23/10	Advanced RMD Issues
		6/29/10	Participant Loans
		6/30/10	EPCRS, Latest Release and Recent Years
		7/21/10	Safe Harbor 401(k)s: Design and Correction
		8/17/10	2010 Third Quarter Update
		8/18/10	2010 Third Quarter Update
		8/25/10	What a 401(k) Administrator Needs to Know About IRAs
		9/15/10	403(b) Update
		Click here to view and print a complete course schedule. 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.
		6/8-9/10	Practitioner — Oak Brook, IL
		6/8-9/10	Retirement Plan Insights — Oak Brook, IL
		Click here to view and print a complete course schedule. 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.

You have received this e-Alert because you are a document or seminar client of McKay Hochman or a client of Newkirk (McKay Hochman’s parent company), or have requested information from either company in the past. If you wish to be removed from our e-Alert notification list, please click here.

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