DOL Benefit Statement Guidance

FAQ: Rollover from QP to IRA for Charitable IRA Donation

N. 2007-6 DLs for Cash Balance & Other Hybrid DB Plans

IRS EGTRRA List of M&P & VS Defined Contribution Plans (excludes minor modifiers)

IRS 2006 Cumulative List, Notice 2007-3

IRS Hardship Distributions FAQs

IRS Participant Loan FAQs

IRS Substantially Equal Distribution FAQs

IRS Prohibited Transaction FAQs

Divestiture Guidance

FAQ: PPA FAQs About Upcoming Effective Provisions

Form 8905 Update

Proposed Changes to Form 5500: >>Federal Register of Dec. 11, 2006
Schedules SB; MB; R  

DB/DC Deduction

PBGC's Pension Search Program

EGTRRA Cash Balance Plan

IRS Retirement News for Employers; Fall Edition

IRS Final Regs. on Electronic Notices, Consents & Elections

FAQ: Prior Year Testing for a Discretionary Match Available for Years in the Document But Done for the First Time

Rev. Proc. 2006-53, Tax Rate COLA Increases, including saver's credit

DFVC Program

DOL Finalizes Amendment on Securities Lending Exemption
>> Press Release
>> PTE 2006-16

Getting Ready for 2007

Congressional Research Service Report on PPA

IRS Common Procedural Errors in VCP Applications

Default Investment Safe Harbor

FAQ: PPA Auto Enrollment Not Until 2008

IRS Final Reg on Electronic Notices, Consents & Elections

Plan Amendments for 2006

IRS QAB 2006-4: Caveats on the RAP Period for Individually Designed Plans

COLA Chart

IRS Revises QAB 2006-2: EGTRRA RAP for Individually Designed Plans

IRS Retirement News for Employers Special Edition; COLA

IRS 2007 Pension Limitations

2007 SSTWB $97,500

DOL Extends Katrina Form 5500 to Dec. 31, 2006

PPA Portability, Beneficiary, Web Changes and PPA Resources
1, 2, 3, 4

IRS Announcement 2006-70, Election of Alternate Funding Schedule, PPA Section 402(a)

DOL Proposed Rules: Default Investment Alternatives For Participant Directed Individual Acct. Plans
>> Federal Register

>> DOL/EBSA Fact Sheet

PPA Employer Stock Divestiture

2006 Form 1099-R Instructions

PPA Disclosures and Notices

IRS Retirement News for Employers, Summer Edition

DOL Extends Form 5500 for Katrina to October 16, 2006

PPA and 403(b) Arrangements

Final 401(k) and (m) Amendment Announcement

Fillable Form 8905

DOL Requests Comments on Independent Qualified Public Accountant Rules

Form 5500 Updates

FAQ: PPA List of Effective Dates for Defined Contribution and IRA Provisions

Pension Protection Act

PPA - Joint Committee Report

PPA - PTE Investment Advice

PPA - DB(k) Rules

Final 411(d)(6) Regs.

PPA - Sun Shines on EGTRRA

Pension Protection Act of 2006 - An Overview

HR 4

Joint Committee Report

MHCO eSeminar on Recently Passed Pension Law Announced

FAQ: Is there still time for a GUST preapproved plan to be submitted for a determination letter or did that end on June 15, 2005

EPCRS Non-amender Fee for RMD and Good Faith EGTRRA is $375, Not $375 Per Year

IRS Rollover Chart

MHCO Rollover Chart

IRA Online Resource Guide — Information About Rollovers

IRS Form 8905 FAQs and Other Issues

FAQ: How Much May Be Taken As A Hardship?

Notice 2006-69, Health Flex Acct Reimburse When Cards Used

IRS Electronic Reading Room

DOL Consumer Retirement Plan Info

Rich Hochman Testifies at IRS on ERPA

Excise Tax on Late Deferrals RR 2006-38

IRS EPN Summer
Form 8717
IRS EPN RE: Fee Increases

Excess Contributions Within 2 1/2 Months

ACT 5th Report, Includes 403(b) Document Issue

Age-Weighted, DB & Cash Balance Chart

Orphan Plan Final Regs

FAQ: Statement Mailing Requirement for 0% Vested Terminated Employee

IRS Pub 590 Correction

Search the Internal Revenue Code

IRS EP Continuing PE; Controlled & Affiliated Service Groups, FY 2004

Corrections to DOL Abandoned Plans Regulations

IRS Updates EPCRS

FAQ: Sole Proprietor Fidelity Bond Issue

IRS Alert Guidelines, Explanations & Plan Deficiency Paragraphs

Relative Values of Optional Forms of Benefit

FAB 2006-01; Distribution of Settlement Proceeds Relating to Late Trading, Market-Timing

DOL VFCP Finalized

Form 8905 Article

DOL "Orphan Plan" Final Regs.

IRS Web Resources for Rev. Proc. 2005-66

MHCO 2006 Education Program Catalog

Excess Elective Deferrals Chart

FAQ: Safe Harbor 401(k) May Accept Roth 401(k)

Final Regs: Relative Values of Optional Forms of Benefits

QP Tax Withholding

IRS EPN Spring 2006

IRS Published Guidance

SIMPLE IRA EGTRRA Amendment Relief

FAQ: What Is Net Unrealized Appreciation?

IRS EP Quality Assurance Bulletins

Part-Time Employees, IRS EP Quality Assurance Bulletin

DOL Obtains $1.1 Million for Qualified Plan

Roth 401(k) Proposed Distribution Regulations, Part Two

FAQ: May a QNEC Be Made to Correct an ADP Failure Under Prior Year Testing

PBGC Disaster Relief

Patriot Day Extension

Off-calendar-Year-Limits

Favorable Determination Letter

Trends in Retirement Plan Coverage Over the Last Decade, DOL

Roth 401(k) Proposed Distribution Regs.

FAQ Article: 403(b) Contribution Limit for 2006

IRS Retirement News for Employers - Winter 2006

IRS EPN Special Edition of February 9, 2006

PBGC Premium Increase

GPO What is RSS

FDIC Retirement Account Coverage Increase

SEC Beginners' Guide to Asset Allocation, Diversification and Rebalancing

Safe Harbor 401(k) Plans for 2006

FAQ: May the 3%, Prior Testing Minimum Be Used If a Discretionary Matching Formula in the Plan for Years Is Used for the First Time In 2005

DOL Delinquent Filer Voluntary Compliance Program (DFVC)

Historical Background and Growth of Social Security

2005 Cumulative List

CBO Outlook 2007-2016

Comparison of SIMPLE IRA, SIMPLE 401(k) and Safe Harbor Plans

FAQ: Hardship 6 Reasons

Social Security Fact Sheet December 31, 2005

PBGC Pub. on Finding Lost Pension

DOL Advisory Opinion 2005-23A

Roth 401(k) Final Regs.

FAQ: Why Do Pre-Approved Defined Contribution Plan Documents Have to Be Rewritten for EGTRRA and Sent to the IRS for Approval by January 31, 2006? What Happens If This Procedure Is Not Followed?

IRS Settlement Initiative Ends January 23, 2006

IRS Fee Increases

Form 8915 — Qualified Hurricane Katrina Distributions

Post-Severance Compensation

Rollover Chart Updated

PBGC Annual Report for 2005