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  •  News Archive

News Archive — 2009

 
News Archive 2009
Date Subject
12/18/09 2009 Cumulative List, Notice 2009-98
12/18/09 Deadline Extension for Certain PPA Amendments
12/18/09 Roth IRA Conversions
12/18/09 IRS Priority Guidance Plan
12/04/09 Amendments for 2009
12/04/09 Summary Prospectus
12/04/09 Trust Named as a Beneficiary
11/20/09 QDIA Notice Rules
11/20/09 403(b) Universal Availability
11/20/09 EPCRS Failed ADP Test Correction Method
11/20/09 Multiple Employer Plan on a Volume Submitter
10/30/09 EPCRS Nonamender Process
10/30/09 COLA Limits for 2010
10/30/09 Paid Time Off Guidance
10/30/09 403(b) Written Plan 12-31-09 Deadline
10/30/09 EGTRRA Restatement Deadline Approaching
10/30/09 Qualified Plan Protection from Creditors
10/30/09 Roth IRA Conversions in 2010
10/09/09 RMD Guidance Issued by the IRS for 2009
10/09/09 IRS Model 402(f) Notice
10/09/09 Plan Termination Requirements in 2009
10/09/09 Top-Paid Group Election
09/18/09 Safe Harbor 401(k) Chart Updated
09/18/09 Beneficiary Chart Updated
09/18/09 IRS Releases Several New Notices and Revenue Rulings
09/18/09 No More Prototype Waiver of Participation
09/18/09 Compensation Ratio Testing
09/18/09 Targeted QNEC Rules for ADP/ACP Testing
09/03/09 Differential Pay Requirements Under the HEART Act
09/03/09 Rollovers as Business Start-ups (ROBS)
09/03/09 DOL Online Calculator Uses Permitted Under EPCRS
08/21/09 403(b) Plan Term in 2009 — Is a Restatement Required?
08/21/09 Eligible Rollover Distribution Chart
08/21/09 Self-Employed Earned Income Conversion Chart
08/21/09 IRS QAB on Part Timers
08/21/09 Safe Harbor 401(k) for 2010
08/07/09 403(b) Form 5500 Relief
08/07/09 Safe Harbor Notice — Consequences of Failure to Provide
08/07/09 Nonspouse Beneficiary Tax Withholding on Distributions
07/23/09 Sole Proprietor — Maximum Deductible Contribution
07/23/09 Sole Proprietor — Solo 401(k) Plan Design
07/23/09 Safe Harbor — Proper Testing When Stopping Midyear
07/23/09 Excess Contribution Chart Updated
07/09/09 Nonspouse Beneficiary Rollover Rules
07/09/09 Auto Enrollment — List of Updated Articles & Charts
07/09/09 Beneficiary Chart
06/26/09 Enrolled Retirement Plan Agent (ERPA) List
06/26/09 Auto Enroll Final Regs — Part 4
06/26/09 EESA Provisons by Effective Date Chart
06/26/09 WRERA Provisions by Effective Date Chart
06/26/09 HEART Act Provisions by Effective Date Chart
06/26/09 PPA: 3 Years Later
06/26/09 Loans — $10,000 Plan Loan in Excess of 50% VAB?
06/26/09 Post-Rehire Rules from the Final Auto Enrollment Regs
06/20/09 Safe Harbor 401(k) Chart
06/05/09 Auto Enroll Final Regs — Part 3
06/05/09 403(b) Annual Additions
06/05/09 May a Designated Roth account be rolled to a Roth IRA?
05/26/09 Auto Enroll Final Regs — Part 2
05/26/09 Form 5500 — DFVCP Availability?
05/26/09 Ineligible Employee Deferral Correction Chart
05/18/09 Suspension of Safe Harbor NEC
04/24/09 Trustee Duties, Solis v Plan Benefit Services Case
04/24/09 Loan Disclosure Requirements
04/24/09 Auto Enroll Final Regs — Part 1
04/24/09 COLA Cards Available
04/16/09 IRS EPN Special Edition on 403(b)s
04/03/09 Excess Deferrals After April 15
04/03/09
04/03/09 Safe Harbor 401(k) — Must HCEs Receive a SH Contrib?
03/11/09 EPCRS Non-amender Rules
03/11/09 Excess Fund Fees, Hecker v Deere Case
03/11/09 Short Plan Year Chart
02/27/09 Rollover Chart 2009
02/27/09 Plan Amendment Chart Updated Through WRERA
02/27/09 403(b) Contributions for 2009
02/27/09 DB Annual Funding Notice (FAB 2009-1)
02/27/09 RMD Suspension Issues
02/27/09 EGTRRA Restatement Before Plan Termination
02/05/09 Supreme Court Beneficiary Case, Kennedy v DuPont
02/05/09 WRERA Highlights
02/05/09 Bonding Guidance, FAB 2008-4
02/05/09 DOL Civil Penalty for Failure to Disclose
02/05/09 Reduce a Safe Harbor Enhanced Formula?
01/16/09 WRERA RMD Suspension for 2009
01/16/09 2008 Cumulative List, Notice 2008-108
 

 


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