Pension Plan Newsletters

Topic

Date Published

Increasing 401(k) Participation December 2011
Participant Fee Disclosure Requirements for Individual Account Plans October 2011
Should They Stay or Should They Go: Dealing with Terminated Participants August 2011
Don’t let the QDRO be Worse than the Marriage April 2011
Do You Know Who Your Employees Are? February 2011
Cash Balance Plans 101 January 2011
Record Retention October 2010
Safe Harbor 401(k) Plan Offers August 2010
Roth 401(k) FAQs June 2010
When Should the Check be in the Mail? April 2010
Participants are on a Need to Know Basis...and They Need to Know February 2010
Mandatory Electronic Filing Applies to Form 5500 Soon! December 2009
Coping With the Impact of the Pension Protection Act November 2009
Voluntary Corrections for Qualified Plans October 2009
Plan Distributions Are on the Rise August 2009
ERISA Fiduciary Responsibilities June 2009
Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting April 2009
Payment Options for Plan Expenses February 2009
The Hidden Pension Trap--The Aggregation Rules December 2008
Timely Deposit of Plan Contributions October 2008
EGTRRA Restatements...the time has come August 2008
Top Heavy Rules May Impact Plan Design April 2008
The Impact of the Pension Protection Act on Defined Benefit Plans March 2008
Special Issue
Understanding 401(k) ADP and ACP Testing February 2008
Default Investment Rules Facilitate Auto Enrollment December 2007
Compensation: Definitions & Applications October 2007
Keeping Abreast of Plan Limitations August 2007
Keeping Up-to-Date with Form 5500 Requirements June 2007
New Life for Defined Benefit and Cash Balance Plans May 2007
Special Issue
The Prudent 401(k) Fiduciary April 2007
Plan Compliance Update for 2007 February 2007
Participant Cruise Control: Automatic Enrollment
  CBS Update: Building a Better Retirement Future: 401(k) / Cash Balance Combination Plans [PDF]
December 2006
Pension Protection Act of 2006: Reinforces Private Pension System
  CBS Update [PDF]
October 2006
Retirement Plan Coverage for Part-Time Employees
  CBS Update [PDF]
August 2006
Hardship Distributions Provide Valuable Option
  CBS Update [PDF]
June 2006
Military Leave Rules for Retirement Plans
  CBS Update [PDF]
April 2006
Responsibilities of a Plan Sponsor
  CBS Update [PDF]
  PBGC Raises Premiums on Defined Benefit Plans
February 2006
A Primer on Qualified Plan Document Maintenance
  CBS Update [PDF]
December 2005
The Plain Truth About "Simple" Retirement Plans
  CBS Update [PDF]
October 2005
New Retirement Plan Option Coming in 2006: The Roth 401(k)!
  CBS Update [PDF]
August 2005
Safe Harbor 401(k) Plan Provide Smooth Sailing June 2005
Guide to Distributions from 401(k) Plans April 2005
IRS Issues Final 401(k) Regulations February 2005
DOL Provides for Automatic Rollovers and Lost Participants December 2004