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News Archive

2010 E-mail Alerts

Articles	Resources & Links
EGTRRA Ext. for Disaster Areas	IRS EPN: Summer Edition
Defined Benefit Plan Funding Relief	IRS EPN: Summer Edition
Prop. Changes to Amendment Rules	EBSA Plan Abandonment Revision
403(b) Form 5500 Guidance	IRS ESOP Presentation Handout
Safe Harbor Plan Design	IRS ESOP Presentation Handout

Articles	Resources & Links
ER Securities Final Regs	Form 2848, 8821, and 56
Loans as Prohibited Transactions	PBGC 10-1: Multiemployer Plans
QDRO Final Regs	PBGC Disaster Relief: OK & CT
Safe Harbor Plan Termination	Advisory Committee Report on Tax Exempt and Gov't Entities
Forfeiture Suspense Accounts	Advisory Committee Report on Tax Exempt and Gov't Entities

Articles	Resources & Links
IRS 401(k) Compliance Questionnaire	401(a)(35) Final Regs
	EBSA Bulletin: Target Date Funds
	IRS EP 2010 Work Plan
Form 5500 Filing PIN Update	DOL Spring 2010 Agenda
2009 RMD Waiver Impact on Beneficiaries	PBGC Annual Report
2009 RMD Waiver Impact on Beneficiaries	DOL Frozen DB Plan Stats
Form 5500-EZ Changes for 2009	IRS RNE, Spring Edition
401(k)/403(b) Comparison Chart	IRS 403(b) Handout

Articles	Resources & Links
Exclusion from SH Plan Correction	PBGC Disaster Relief Announcment
Conkright v. Frommert Case	Conkright v. Frommert ERISA Supreme Court Case
Excess Deferral Chart	Conkright v. Frommert ERISA Supreme Court Case

Articles	Resources & Links
Investment Advice Proposed Regs	IRS EPN: Spring Edition
Plan Expenses and Cost Cutting	A. 2010-20: DB Approval Letters
Premature Distribution Penalty Exception Chart	IRS 401(k) Checklist
	SBA Retirement Plan Study
	2009 and 2010 Form 5500

Articles	Resources & Links
EGTRRA Non-Amender Correction	List of ERPAs
Blackout Notice Rules	IRS ERPA Web Page
QP Exception at Age 55	First ERPA Annual Conference
Late Deferral Reporting on 5500	First ERPA Annual Conference

Articles	Resources & Links
ERISA v. Non-ERISA 403(b)	Invest. Advice Prop. Reg, Fact Sheet
Top Heavy Often Forgotten Rules	Multi ER Plan Final Reg, Fact Sheet
Brother-Sister Controlled Group	Lifetime Income Options Fact Sheet
Roth Conversion Benefits	AO 2010-01A: 403(b) Annuities

Articles	Resources & Links
Safe Harbor Top Heavy Plans	FAB 2010-01: 403(b) Form 5500
Controlled Group Rules	DOL's Six EFAST2 Guides
Roth Conversion Tips	IRS RNE: Winter Edition

Articles	Resources & Links
IRS Employee Plans Exam Projects	IRS EPN: Special Edition
Fiduciary — Prudent Person Rule	403(b) Publication 571
HEART Act Guidance, N. 2010-15	IRA Publication 590
Roth Conversion 1099-R Reporting	Distribution Publication 575

Articles	Resources & Links
Deferral Deposit Deadline Final Regs	A. 2010-3: DB Plan Funding Method Changes
Determination Letter Cutoffs
Roth Recharacterization
Fiduciary Status	IRS EPN: Winter Edition
Rollover Chart Updated	Cycle D February 1, 2010 Deadline

To learn more, call 1-973-492-1880 or e-mail info@mhco.com.