| Date |
Subject |
| 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 |
Final Regs: 7-Day SH Deferral Deposit Deadline |
| 01/06/10 |
Deferred Compensation Plan Correction Guide |
| 12/18/09 |
IRS Priority Guidance Plan |
| 12/18/09 |
Roth IRA Conversions |
| 12/18/09 |
Cycle E Cumulative List |
| 12/18/09 |
Extension of Certain PPA Amendment Deadlines |
| 12/11/09 |
403(b) Remedial Amendment Period Announcement |
| 12/04/09 |
IRS Provides Covered Compensation Tables for 2010 |
| 12/04/09 |
Amendments for 2009 |
| 12/04/09 |
Summary Prospectus |
| 12/04/09 |
Trust Named as a Beneficiary |
| 11/25/09 |
IRS Issues Final Regs on 204(h) Notice Requirements |
| 11/25/09 |
DB Determination Letter Program Closing Temporarily |
| 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 Deadline |
| 10/30/09 |
EGTRRA Restatement Deadline is Approaching |
| 10/30/09 |
Qualified Plan Assets Protected 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 Notices and Revenue Rulings |
| 09/18/09 |
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 Provisions 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 |
| 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 — Revised Regulation Z |
| 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 |
| 01/12/09 |
Notice 2009-9 RMD Suspension |
| 12/23/08 |
Worker, Retiree, and Employer Recovery Act |
| 12/23/08 |
WRERA Joint Committee Report |
| 12/15/08 |
403(b) Updates + Deadline Extension |
| 12/15/08 |
IRS Priority Guidance Plan |
| 12/15/08 |
Interim Valuation |
| 12/15/08 |
Website Updated for 2009 |
| 11/22/08 |
403(b)/401(k) Comparison Chart |
| 11/22/08 |
RMD for 2008 |
| 11/22/08 |
DC Plan Amendments for 2008 |
| 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) Plan is Dec. 31, 2008 |
| 10/31/08 |
IRS Released COLA Figures for Retirement Plans 2008 |
| 10/10/08 |
Required Minimum Distribution FAQs |
| 10/10/08 |
EGTRRA Letters RP 2008-56 |
| 10/10/08 |
EESA Retirement Provisions |
| 10/10/08 |
SIMPLE, Safe Harbor 401(k), QACA |
| 09/24/08 |
New and Improved Website |
| 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 |
