E-Mail Alert from McKay Hochman, Co., Inc.

Alert # 2011-17 | December 29, 2011

Dear Bill Grossman

Happy Holidays from McKay Hochman!

Best wishes for a happy, healthy holiday season!

Website Upgrade

The latest enhancement to mhco.com is the addition of a search engine that enables you to search our library of articles. Click here for details.

Determination Letters

IRS has issued some changes to the determination letter program. Click here for the story.

Great Expectations for 2012

For insight into retirement plan issues for the coming year, click here.

2011 Cumulative List

The IRS issued the 2011 Cumulative List of Changes in Qualified Plan Requirements. This list will be used for Cycle B plans. Click here to see what's new.

Retirement Plan News

Do you like our articles? Do you find them helpful? If you would like to provide your clients with detailed, up-to-date information written specifically for them, then our bimonthly plan sponsor newsletter — Retirement Plan News — is for you. We write it, you license it, we place your logo on it, and you send it to your clients. Click here for details.

 

eSeminars:

   

Classes tend to fill up fast. Visit www.newkirk.com/event for more information today!
   

1/26/12

Retirement Practitioner Research Tools

  
   

1/27/12

Participant Loans

  
   

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.

  

 

Have you heard?

   

Here's what our attendees have been saying about McKay Hochman eSeminars:
   

Great presenter!! Engagement level was high and maintained well. Good use of humor. Very Knowledgeable on topics. Would definitely take another webinar by this company and presenter (Bill Grossman). Worth every dollar and minute spent!

Kristin Cogar
Oppenheimer Funds, Inc.

Hardship, In-service & Elective Deferral Distributions eSeminar

 
   

Well organized, not overly detailed and easy to understand. Excellent examples!

Barry Couturier
FIM Group
Controlled Group eSeminar

 

  

Breaking News

IRS EPN 2011-9

IRS EPN 2011-8

DOL Technical Release 2011-3R
> News Release
> Technical Release 2011-3R
 

Other Areas
of Interest

  
 

DOL and SEC Coordinate no-action letter on 401(k) plan fee disclosure
> News Release
> DOL No-action Letter Request
> SEC No-action Letter

PBGC Maximum Insurance Benefit Increase

PBGC 2012 Premium Payment Instructions

Charitable Donation IRA Ends December 31st

IRS Reminder on Saver's Credit

  
 

Products of
Interest

  
 

Fee Disclosure Services

Newkirk is ready for participant fee disclosures. Are you? Click here for more information.

Voluntary Correction Program

Have your clients missed the EGTRRA deadline? Click here for more 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.

If you feel this e-Alert would be of interest to others in your organization, please forward or click here to add an associate to the distribution list.

Copyright 2011 by McKay Hochman Co., Inc.    Privacy Policy

McKay Hochman Co., Inc.

Ten Park Place
P.O. Box 196
Butler, NJ 07405-0196