Our Benefit Insights® newsletter, which comes out every other month, covers topics of interest to retirement plan sponsors and their advisors. Click any title below to view the newsletter.
DECEMBER: Increasing 401(k) Plan Participation
OCTOBER: Participant Fee Disclosure Requirements for Individual Account Plans
AUGUST: Should They Stay or Should They Go: Dealing with Terminated Participants
JUNE: Fiduciary Liability for Participant-Directed Plans
APRIL: Don't Let the QDRO Be Worse Than The Marriage
FEBRUARY: Do You Know Who Your Employees Are?
2010
DECEMBER: Plan Year-End To-Do List
AUGUST: Safe Harbor 401(k) Plan Offers Many Advantages
APRIL: When Should The Check Be In The Mail?
FEBRUARY: Participants Are On A Need-To-Know Basis ... And They Need To Know
2009
DECEMBER: Mandatory Electronic Filing for Form 5500 Soon!
OCTOBER: Voluntary Corrections for Qualified Plans
AUGUST: Plan Distributions Are On The Rise
JUNE: ERISA Fiduciary Responsibilities
APRIL: Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting
DECEMBER: The Hidden Pension Trap: The Aggregation Rules
OCTOBER: Timely Deposit of Plan Contributions
AUGUST: EGTRRA Restatements ... The Time Has Come
JUNE: Solving 401(k) Testing Problems With New Design Options
APRIL: Top Heavy Rules May Impact Plan Design
FEBRUARY: Understanding 401(k) ADP and ACP Testing
DECEMBER: Default Investment Rules Facilitate Auto-Enrollment
OCTOBER: Compensation: Definitions and Applications
AUGUST: Keeping Abreast of Plan Limitations
JUNE: Keeping Up To Date With Form 5500 Requirements
APRIL: The Prudent 401(k) Fiduciary
FEBRUARY: Plan Compliance Update for 2007
2006
DECEMBER: Participant Cruise Control: Automatic Enrollment
OCTOBER: Pension Protection Act of 2006 /Private Pensions
AUGUST: Retirement Plan Coverage for Part-Time Employees
JUNE: Hardship Distributions Provide Valuable Option
APRIL: Military Leave Rules for Retirement Plans
FEBRUARY: Responsibilities of a Plan Sponsor
2005
DECEMBER: A Primer on Qualified Plan Document Maintenance
OCTOBER: The Plain Truth About "Simple" Retirement Plans
AUGUST: New Retirement Plan Option Coming in 2006: The Roth 401k!
JUNE: Safe Harbor 401(k) Plans Provide Smooth Sailing