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News Archive — 2003
News Archive 2003
Date Subject
12/19/03

Controlled Group Coverage Test
12/19/03

Calculating the Maximum Loan When More Than One Loan in 12 Months
12/19/03 Transition Rules for PEOs
12/18/03 Short Plan Year Chart
12/05/03 Surveying for Plans with "Flat Dollar" QNEC or "Flat Dollar" Matching Formulas
12/05/03 Corrective Distribution Chart; Excess Contribution Corrected After 2 1/2 Months and Before 12 Months After Plan Year Ends
11/20/03 Catch-up Contribution, Plan Limit, IRS Clarification
11/20/03 Corrective Distribution Chart Excess Contribution Within 2 1/2 Months
11/12/03 Richard Hochman's IRS Testimony on the Proposed 401(k)(m) Regulations
11/07/03 Safe Harbor Article
11/07/03 Safe Harbor Chart Updated
10/16/03 Cost of Living Chart
10/09/03 GUST Deadline -- A Post September 30th recap
10/09/03 Ineligible Employee Elective Deferral Chart
10/09/03 Cross-tested Contribution Caveats
09/25/03 Excess Annual Additions Chart
09/25/03 DOL Advisory Opinion 2003-11A, Mutual Fund Profiles Satisfy 404(c)
09/11/03 403(b) Rollovers After EGTRRA
09/11/03 Excess Deferral Chart
09/11/03 403(b) Rollovers After EGTRRA
09/11/03 DOL Advisory Opinion 2003-09 A on Receipt of 12b-1 and Subtransfer Fees
09/08/03 A Final ? Word on Plan Amendments
09/02/03 Spouse Beneficiary Rules 2003
08/29/03 401(k) Proposed Regulations Overview
08/28/03 GUST Submission Extension with $250 Compliance Fee Until 01/31/04
08/15/03 Cash Balance Plans Land in Court
08/15/03 Comments to IRS on 401(k) Proposed Regs
08/15/03 EPCRS Fee Increases
07/31/03 401(k)/401(m) Proposed Regulations
07/10/03 Catch-Up Final Regulations
07/03/03 IRS To Issue Guidance on Allocating Expenses Addressing FAB 2003-3
07/01/03 Participants Have More to Defer Under the New Tax Law
06/19/03 Beneficiary Options 2003
06/19/03 IRS Issues Updated and Streamlined EPCRS
06/19/03 New Question on Form 5500 Could Be Troublesome to Practitioners
06/05/03 DOL Issues Guidance on Allocating Plan Expenses Among Participants in Field Assistance Bulleting 2003-3
06/05/03 Proposed Regulations on Deemed IRA
05/16/03 Safe Harbor 401(k) Chart
04/17/03 IRS Final Regulations Concerning 204(h) Notice and McKay Hochman Highlights of the 204(h) Final Regulations
03/07/03 Otherwise Excludable Employees
03/07/03 Have Your 401(k)ake and Eat It Too; Sole Proprietor 401(k)
02/26/03 States That Have Adopted Catch-Up Provisions Chart
02/04/03 DOL Renames Pension and Welfare Benefits Administration (PWBA) to Employee Benefit Security Administration (EBSA)
02/03/03 President's Budget Contains 3 Changes - Treasury Department Press Release
01/31/03 DOL Final Rules on Blackout Notice and Sample Notice
 

 

 


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