| Date |
Subject |
| 12/20/07 |
Automatic Enrollment & QDIA Notice Clarifications, NYEBG Meeting |
| 12/20/07 |
Cross-tested Plan Prototype Rules |
| 12/20/07 |
403(b) Universal Availablity Rules from Final Regs. |
| 12/06/07 |
Automatic Enrollment, QDIA Notice Feedback |
| 12/06/07 |
2008 Retirement Plan Changes |
| 11/16/07 |
Automatic Enrollment Guidance |
| 11/16/07 |
QDIA Notice FAQs |
| 11/16/07 |
Statement Guidance Recap |
| 11/16/07 |
RMD Time, Overview and Handling Missed RMDs |
| 11/16/07 |
Predecessor Employers |
| 10/26/07 |
Final QDIA Rules |
| 10/26/07 |
Benefit Statement Guidance, FAB 2007-3 |
| 10/26/07 |
Asset and Stock Sales |
| 10/26/07 |
COLA for 2008 |
| 10/05/07 |
IRS Creates ERPA |
| 10/05/07 |
Determination Letter Program Temporarily Closed |
| 10/05/07 |
Revisiting the Definition of Spouse |
| 10/05/07 |
Nonspouse Beneficiary Rollover Document Change |
| 10/05/07 |
Post-severance Compensation |
| 10/05/07 |
Missing Participants Article Updated |
| 10/05/07 |
Orphan Plans Article Updated |
| 09/12/07 |
QACA Plan Amendment Question |
| 09/12/07 |
Safe Harbor 401(k)/QACA Chart |
| 09/12/07 |
GAP Period Income |
| 09/12/07 |
Statutory Eligibility Rule and Rehires |
| 08/23/07 |
Change of 90-24 Transfers |
| 08/23/07 |
IRS Priority Guidance Plan |
| 08/23/07 |
Charitable Donations IRAs- Expiring Soon |
| 08/03/07 |
Final 403(b) Regulations |
| 08/03/07 |
PPA - One Year Later |
| 08/03/07 |
Updated Restatement Procedures, Rich Hochman's ASPPA ASAP |
| 08/03/07 |
ACT Report: Educating Employers on Plan Compliance |
| 08/03/07 |
Partial Plan Terminations, Rev. Rule 2007-43 |
| 07/13/07 |
Plans That Missed EGTRRA Deadline, Rev. Proc. 2007-49 |
| 07/13/07 |
SIMPLE, Safe Harbor 401(k) and QACA Chart |
| 07/13/07 |
SEP, Profit Sharing, Money Purchase and Defined Benefit Comparison |
| 07/13/07 |
Roth IRA Prototype Updated |
| 06/22/07 |
Auto-enrollment Safe Harbor 401(k) |
| 06/22/07 |
Plan Amendments Between TRA '86 and GUST |
| 06/22/07 |
Roth Five-Year Chart Updated |
| 05/24/07 |
Final Roth Distribution Regulations |
| 05/24/07 |
Correcting Excess Annual Additions |
| 05/24/07 |
Providing a Safe Harbor Notice to a Brand-New Plan, or Employee |
| 05/15/07 |
Correction: Nonspouse Beneficiary Rollover, Decedents Before 2006 |
| 05/03/07 |
Nonspouse Beneficiary Rollover for Decedents from 2006 On |
| 05/03/07 |
DOL RFI on 401(k) Fees |
| 05/03/07 |
Final 415 Regs - DC Plan Rules |
| 05/03/07 |
Final 415 Regs - DB Plan Rules |
| 04/13/07 |
PPA Plan Termination Amendment |
| 04/13/07 |
Defined Contribution Plan Amendment Chart - GUST to Pre-PPA |
| 04/13/07 |
Participant Loan, Reasonable Rate of Interest |
| 03/30/07 |
Increase in 457 Plan Sponsorship |
| 03/30/07 |
403(b) Related EPCRS Changes |
| 03/30/07 |
Groups Excludable from Participation |
| 03/30/07 |
PPA Deduction Rules - Notice 2007-28 |
| 03/09/07 |
Stopping Employer Matching |
| 03/09/07 |
DB Lump-Sum Distributions |
| 03/09/07 |
Beneficiary Rollover Inherited IRAs |
| 02/09/07 |
Compensation for Calculating Safe Harbor 401(k) |
| 02/09/07 |
Sources for Hardship |
| 02/09/07 |
Terminating Plan, Cashouts of Amounts over $5,000 |
| 02/09/07 |
Plan Year Compensation and Disability |
| 02/09/07 |
Short Plan Year Chart Updated |
| 02/09/07 |
Plan Vesting After PPA |
| 01/19/07 |
Controlled Group Coverage Testing |
| 01/19/07 |
PPA Distribution Guidance - Notice 2007-7 |
