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  •  News Archive

News Archive — 2010

 
News Archive 2010
Date Subject
12/08/10 In-Plan Roth Rollover Guidance
12/08/10 Rollover Chart Update
12/08/10 Blaze SSI and McKay Hochman Affiliation Announcement
11/24/10 IRS Issues 1099-R Reporting for In-Plan Roth Rollovers
11/12/10 Participant Disclosure Final Regulations
11/12/10 Forfeiture Issues Involving QNECs
11/12/10 Preparer Tax Identification Number (PTIN) Requirements
11/12/10 Roth IRA Distribution Ordering Rules
11/12/10 Fiduciary Definition Proposed Regulations
11/12/10 COLA Chart Updated, IRA Info Added
11/12/10 Plan Amendment Chart Updated
10/15/10 Roth Within Plan Conversion Unresolved Issues
10/15/10 Form 1099 Series Penalty Increased
11/12/10 EGTRRA Defined Contribution Plan Amendment Chart
10/01/10 Roth Law Change — Roth Within Plan Conversion
10/01/10 408(b)(2) Definition of Compensation for Disclosure
09/16/10 Loan Calculation Examples
09/16/10 Retirement Plan Related Acronym Chart
09/16/10 408(b)(2) Prohibited Transaction Exemption
08/26/10 403(b) ERISA v. Non-ERISA
08/05/10 QPAM Prohibited Transaction Exemption (PTE) 84-14
08/05/10 Cross-Testing Basics
08/05/10 RMD Failures and Correction Methods
07/23/10 408(b)(2) Fee Disclosure Interim Final Rules
07/23/10 Supreme Court, Jones v. Harris Associates L.P.
07/23/10 401(k) Questionnaire Deadline Approaches
07/23/10 Bankruptcy, QP and IRA Rules
07/01/10 EGTRRA Restatement Extension for Disaster Areas
07/01/10 DB Plan Funding Relief Law
07/01/10 ACT: Change Interim Amendment Rules and More
07/01/10 403(b) Form 5500 Guidance: FAB 2010-1
07/01/10 Eliminating HCEs from Safe Harbor Contribution
06/21/10 Employer Securities Final Regs §401(a)(35)
06/21/10 Loans as Prohibited Transactions
06/21/10 QDRO Final Regs
06/21/10 Safe Harbor Plan Termination
06/21/10 Forfeiture Suspense Accounts
05/27/10 IRS 401(k) Compliance Questionnaire
05/27/10 Form 5500-EZ Changes for 2009
05/27/10 Form 5500 Filing PIN Update
05/27/10 2009 RMD Waiver Impact on Beneficiaries
05/27/10 401(k)/403(b) Comparison Chart Updated
04/30/10 Exclusion from Safe Harbor Plan — EPCRS Correction
04/30/10 Supreme Court Case, Conkright v. Frommert
04/30/10 Excess Deferral Chart
04/16/10 Investment Advice Proposed Regs
04/16/10 Premature Distribution Penalty Exception Chart
04/16/10 Plan Expenses and Cost Cutting
03/19/10 EGTRRA Non-Amender — EPCRS Correction
03/19/10 Blackout Notice Rules
03/19/10 QP Exception at Age 55
03/19/10 Late Deferral Reporting on 2009 Form 5500
03/11/10 ERISA v. Non-ERISA 403(b)
03/11/10 Top Heavy Often Forgotten Rules
03/11/10 Brother-Sister Controlled Group Rules
03/11/10 Roth Conversion Benefits
02/25/10 Safe Harbor 401(k) Top Heavy Plans
02/25/10 Controlled Group Rules
02/25/10 Roth Conversion Tips
02/05/10 IRS Employee Plans Exam Projects
02/05/10 Fiduciary Status — Prudent Person Rule
02/05/10 HEART Act Guidance, Notice 2010-15
02/05/10 Roth Conversion Form 1099-R Reporting
01/19/10 Roth IRA Conversion Recharacterization
01/19/10 Fiduciary Status
01/19/10 Determination Letter Cutoffs
01/19/10 Rollover Chart Updated
01/15/10 Deferral Deposit Deadline Final Regulations
 

 


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