Pension Plan Newsletters

2020 Pension Plan Newsletters

• Winter 2020 - How the SECURE Act is Changing Retirement 

2019 Pension Plan Newsletters

• Fall 2019 - IRS Announces Limits for 2020 
• Summer 2019 - Bucket List: Retirement | Complying with Safe Harbor Deadlines | It’s All in the Design…

2018 Pension Plan Newsletters

• Summer 2018 - The Retirement Income Gap / Helpful Hints for Plan Sponsors
• Winter 2018 - Navigating Distributions & Under the New Tax Law

2017 Pension Plan Newsletters

• June 2017 - Retirement Plan Rx
• February 2017 - Dealing with Uncashed Distribution Checks and Missing Participants

2016 Pension Plan Newsletters

• February 2016 - Part-Time Employees in 401(k) Plan
• October 2016 - Keeping Abreast of Plan Loan Rules

2015 Pension Plan Newsletters

• October - A Plan Fiduciary's Responsibilities
• August - The IRS is Back with Some Brand New Corrections
• June -The Best Plan to Drive Your Retirement Needs

• April - Automatic Enrollment for 401(k) Plans

• February - Timing is Everything

2014 Pension Plan Newsletters

• December - Year-End Compliance Testing Overview

• October - Hardship Distributions from 401(k) Plans

• August - The Ultimate Plan Sponsor Checklist

• June - Ready or Not, Here it Comes...the PPA Plan Restatement

• February - Boomerang Employees: Rehires and Retirement Plans

2013 Pension Plan Newsletters

• December - Down with DOMA

• October - How Do You Spell Relief? E-P-C-R-S

• August - Cross-Testing: The Right Tool for Many Jobs

• June - Under Control or Out of Control

• April - When Good Loans Go Bad

• February - Don't let Missing Participants and Small Balances become a Big Problem

2012 Pension Plan Newsletters

• December - The IRS Meets Letterman

• October - How to Survive a Visit from the IRS or DOL

• August - Top Heavy Impact on 401(k) Plans

• June - Fiduciary Fact or Fiction

• April - The Final Fee Disclosure Regulations Have Arrived

• February - At Your Service