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2010 Newsletters
September 2010 NEW ELECTRONIC FILING GLITCH:TIMELY FILED, PROCESSED LATE
DEATH BENEFITS TO NON-SPOUSE BENEFICIARIES: IT’S COMPLICATED
August 2010 HOW DO YOU FIX A PLAN DOCUMENT ERROR?
FEE DISCLOSURE RULES ARE FINALLY PUBLISHED
July 2010 EFAST2 UPDATE
NEW LAW PROVIDES FUNDING RELIEF
RETIREMENT PLANS WILL REQUIRE ANOTHER AMENDMENT IN 2010
QDRO RULES FINALIZED: TIMING OF QDRO PREPARATION
June 2010 THE 2009 FORM 5500 EZ, EFAST2 ELECTRONIC FILING, “VOLUNTARY” QUESTIONNAIRES FOR 401(K) PLAN SPONSORS
PLUS FEE DISCLOSURE IS AROUND THE CORNER
May 2010 DEFINED CONTRIBUTION PLAN DOCUMENT EGTRRA RESTATEMENT PERIOD ENDS!
DEFINED BENEFIT PLAN DOCUMENT EGTRRA RESTATEMENT PERIOD WILL SOON BEGIN!
FEE DISCLOSURE REGULATION FOR 401(K) PLANS IMMINENT
April 2010 RETIREMENT PLAN ADMINISTRATION AND COMPLIANCE: A COMPLEX AND CONTINUALLY MOVING TARGET
March 2010 PENDING DOCUMENT AMENDMENT DEADLINES MISSTEPS CAN BE COSTLY
EFAST-2 AND THE “OWNERS ONLY” PLAN
February 2010 NEW “EFAST2” REQUIREMENTS REQUIRE COMPUTER ACCESS
NEW REQUIREMENTS FOR CODE SECTION 403(b) RETIREMENT PLANS
January 2010 SILENCE IS NOT ALWAYS GOLDEN: REQUIRED ADVANCE ERISA 204(h) NOTICE TO PENSION PLAN PARTICIPANTS
SOME REMINDERS FOR 2010
NRS DATA PORTAL TO OPEN IN 2010
EFAST-2 / ELECTRONIC FILING OF FORM 5500
2009 Newsletters
December 2009 MANY THINGS TO KEEP IN MIND FOR END OF 2009 AND A PEEK AT 2010
November 2009 CALENDAR YEAR 2009 YEAR END REMINDERS
IRS ENDS CONFUSION OVER 2009 SUSPENSION OF REQUIRED MINIMUM DISTRIBUTIONS
MORE FLEXIBILITY FOR DEFINED BENEFIT PLAN FUNDING
October 2009 OBAMA ADMINISTRATION ENTERS RETIREMENT PLAN ARENA
AMNESTY DEADLINE FOR REPORTING FOREIGN INVESTMENTS EXTENDED
September 2009 EVERYONE’S GOING DIGITAL (AND OTHER YEAR END DEADLINES)
August 2009 PENDING CELESTIAL LINEUP? ROTH IRA ROLLOVER INCOME LIMIT ELIMINATED FOR 2010
PPA PLAN DOCUMENT AMENDMENTS NEEDED SOON
July 2009 NEW REQUIRED AMENDMENTS FOR CERTAIN PENSION PLANS: NORMAL RETIREMENT AGE TOO LOW?
June 2009 HARDSHIP DISTRIBUTIONS: SOMETIMES YOU NEED SOME OF THE MONEY BEFORE YOU RETIRE
UPDATE: TREASURY DEPARTMENT ISSUES PROPOSED REGULATIONS RELAXING RULES FOR REDUCING OR STOPPING 401(k) SAFE HARBOR CONTRIBUTIONS
PENSION BENEFIT GUARANTY CORPORATATION (“PBGC”) RECANTS: MODIFIES STANCE ON EMPLOYER REPORTING QUARTERLY FUNDING CONTRIBUTIONS
May 2009 IMPORTANT CONSIDERATIONS WHEN REDUCING OR STOPPING 401(k) PLAN SAFE HARBOR CONTRIBUTIONS MID-YEAR
QUARTERLY FUNDING OF PENSION PLAN OBLIGATIONS
April 2009 ACCELERATED VESTING: PARTIAL PLAN TERMINATIONS
March 2009 DIVORCES CAN GET MESSY: WHAT HAPPENS WHEN A PARTICIPANT DIES AFTER A DIVORCE?
February 2009 CONGRESS GIVES OLDER OWNERS, RETIRED EMPLOYEES, AND EMPLOYERS A HOLIDAY GIFT
January 2009 LATE EMPLOYEE DEPOSITS AND INVITATIONS FROM THE DOL
NEW DEVELOPMENTS: WORKER, RETIREE, AND EMPLOYER RECOVERY ACT OF 2008
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