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Latest Breaking News

The most recent E-mail Alert articles and breaking news since the last alert.

 

Latest Breaking News
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
 

 

 

 

 

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