| Date |
Subject |
| 12/15/08 |
Interim Valuation |
| 12/15/08 |
IRS Priority Guidance Plan |
| 12/15/08 |
Website Updated for 2009 |
| 12/12/08 |
IRS Issues 403(b) Written Document Relief |
| 11/21/08 |
403(b)/401(k) Comparison Chart |
| 11/21/08 |
DC Plan Amendments 2008 |
| 11/21/08 |
RMD Question |
| 10/31/08 |
Rollover FAQs |
| 10/31/08 |
PPA : 2 Years Later |
| 10/31/08 |
403(b) Plan Termination |
| 10/31/08 |
Deadline to Adopt a 403(b) Written Plan is Dec. 31, 2008 |
| 10/16 /08 |
IRS Released COLA Figures for Retirement Plans for 2008 |
| 10/10/08 |
Required Minimum Distribution FAQs |
| 10/10/08 |
SIMPLE, Safe Harbor 401(k), QACA |
| 09/24/08 |
New and Improved Website |
| 09/15/08 |
EGTRRA Document on Portal |
| 10/10/08 |
EESA Retirement Provisions |
| 10/10/08 |
Opinion Letters for EGTRRA Still Available, RP 2008-56 |
| 09/19/08 |
Rev. Proc. 2008-56 Updates Rev. Proc. 2007-44 |
| 09/15/08 |
EGTRRA 401(k)Portal™ Now Available |
| 09/12/08 |
New EPCRS List of Changes |
| 09/12/08 |
Corrective Distribution After 12 Months Chart Updated |
| 09/12/08 |
Premature Distribution FAQs |
| 08/22/08 |
EPCRS Updated |
| 08/22/08 |
Designated Roth Recap |
| 08/22/08 |
Bonus Options FAQs |
| 07/24/08 |
Updated EPCRS Coming Soon |
| 07/24/08 |
HEART Act |
| 07/03/08 |
18 eSeminars, One Great Price |
| 07/03/08 |
Coming Soon! |
| 07/03/08 |
The ABCs of Controlled Groups |
| 06/12/08 |
PPA Testing Changes for Plan Year 2008 |
| 06/12/08 |
Ineligible Employee Deferral Correction Chart Updated |
| 06/12/08 |
Off-calendar-year Plans |
| 06/12/08 |
DOL Issues First Half of 2008 |
| 05/22/08 |
IRS Priority Guidance Updated |
| 05/22/08 |
Partial Rollovers |
| 05/22/08 |
QDIA FAQs, FAB 2003-3 |
| 04/25/08 |
In-Service Distributions |
| 04/25/08 |
415 Document Amendment Timing |
| 04/25/08 |
Severance Pay Under Section 415 |
| 04/25/08 |
403(b) Seminars |
| 04/25/08 |
What is a QOSA? "Q" Acronyms |
| 04/25/08 |
Must a Plan Terminating in 2008 Adopt the EGTRRA Document? |
| 04/04/08 |
PPA Distribution Changes for 2008, Notice 2008-30 |
| 03/14/08 |
Deferral Deposit Deadline |
| 03/14/08 |
401(k) Supreme Court Case |
| 03/14/08 |
403(b) Plan Document News - Part 2 |
| 03/14/08 |
Required Beginning Date |
| 03/14/08 |
Remedial Amendment Cycle Charts |
| 03/14/08 |
Overview of Nonspouse Beneficiary Rollover |
| 03/14/08 |
2008 Educational Catalog |
| 02/21/08 |
Otherwise Excludable |
| 02/21/08 |
403(b) Plan Document Available |
| 02/21/08 |
Responsibility for Collecting Contributions, FAB 2008-1 |
| 02/21/08 |
Direct Rollover to Roth IRA |
| 02/21/08 |
Selecting a Vesting Schedule Less Than Six-year Graded |
| 02/21/08 |
Safe Harbor 401(k) and Discretionary Match |
| 01/31/08 |
ADP Testing |
| 01/31/08 |
Match Return on Failed ADP Test |
| 01/31/08 |
Survey for IRS: "Timing is Everything" |
| 01/31/08 |
QACA, EACA, ACA Chart |
| 01/31/08 |
Rollover Chart Updated |
| 01/31/08 |
Five Year Anniversary of E-mail Alert |
| 01/31/08 |
Seminars: Prototype Plan; Retirement Plan Insights; Back-to-Basics |
| 01/10/08 |
415 Final Regulations, Plan Amendment |
| 01/10/08 |
Three New FAQs |
| 01/10/08 |
Spouse Beneficiary Rules |
| 01/10/08 |
2007 Cumulative List, Notice 2007-94 |
