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2012 Newsletters
February 2012 DATA COLLECTION: A KEY ELEMENT IN PROVIDING EFFECTIVE PLAN ADMINISTRATIVE SERVICES
RETIREMENT PLAN SERVICE PROVIDERS WAITING FOR FINAL INVESTMENT DISCLOSURE GUIDANCE
January 2012 NEW FEE DISCLOSURE RULES SET TO TAKE EFFECT IN APRIL
ONE PARTICIPANT PLANS NOW ABLE TO FILE ELECTRONICALLY –AND MAINTAIN PRIVACY
IRS WIDENS USER FEE WAIVER ELIGIBILITY
2011 Newsletters
December 2011 2011 YEAR END TASKS AND REMINDERS
COMPLETING FORM 8955-SSA: IRS SETTLES CONFUSION FOR 2009/2010 REPORTING
November 2011 REPORTING TERMINATED VESTED PARTICIPANTS HAS A NEW TWIST
REMINDER FOR 401(K) PLANS: PARTICIPANT NOTICES DUE
FIFTH CIRCUIT APPEALS COURT: PRODUCE PLAN DOCUMENTS!
October 2011 DEPARTMENT OF LABOR ISSUES GUIDANCE ON ELECTRONIC FEE DISCLOSURES
APPEALS COURT TO RETIREMENT PLAN ADMINISTRATORS: DON’T OUTTHINK YOURSELF
“TIMELY MAILED IS TIMELY FILED” – IRS TO ALLOW PRIVATE DELIVERY SERVICE POSTMARKS
September 2011 DEPARTMENT OF LABOR AUDITS ARE AVOIDABLE
SEPTEMBER 15 IS FUNDING DATE FOR MANY RETIREMENT PLANS
SAFE HARBOR 401(K) PLAN START UPS AND NOTICES
August 2011 TIPS FOR LOCATING “MISSING” PLAN PARTICIPANTS
“EGTRRA RESTATEMENT” OF DEFINED BENEFIT PLANS UNDER WAY AT NRS
DEPARTMENT OF LABOR POSTPONES 408(B)(2) DISCLOSURE RULES –AGAIN
IRS ISSUES EXTENSION FORM 5558 WITH COMPANION RULES
July 2011 SAVE YOUR PLAN DOCUMENTS OR CONSIDER PROTECTIVE MEASURES
IRS ISSUES FORM 5500-EZ FOR OWNER ONLY PLANS JUST IN TIME FOR JULY FILING
EMPLOYEE PLANS COMPLIANCE UNIT –A MORE EFFICIENT IRS
2009 TERMINATED PARTICIPANTS FORM 8955-SSA NOW AVAILABLE
June 2011 CIGNA CORP. V. AMARA: SUPREME COURT PROVIDES A UNANIMOUS DECISION –WITH MIXED IMPLICATIONS
FORM 5500EZ 2010 FILING: DEADLINE NEARS WITH NO FORM AVAILABLE
U.S. LABOR DEPARTMENT TO INCREASE INTERNET USE
May 2011 PLAN PARTICIPANT LOANS AND THE TERMINATED EMPLOYEE
IRS PUTTING SPECIAL EMPHASIS ON FUNDING DEFICIENCIES COMPLIANCE
REMINDER: EGTRRA RESTATEMENT FOR DEFINED BENEFIT PLANS
April 2011 DEFINED BENEFIT PLAN PREAPPROVED DOCUMENTS MUST BE RESTATED
FREQUENTLY ASKED QUESTIONS CONCERNING THE EGTRRA PLAN DOCUMENT RESTATEMENT PROCESS
March 2011 REMINDER: MARCH 15 IS DUE DATE FOR 401(K) REFUNDS
TEMPORARY CHANGE IN SELF EMPLOYMENT TAXES FOR 2010
KEY FACTORS TO CONSIDER BEFORE SPONSORING A “412(E) (3) FULLY INSURED” DEFINED BENEFIT PLAN
APRIL 30, 2011 IS LAST DAY TO FILE FOR LOW COST RELIEF ON TARDY EGTRRARESTATEMENTS
February 2011 PAYROLL TAX CUT PROVIDES SOURCE OF ADDITIONAL SAVINGS
IRS USER FEES ESCALATE DRAMATICALLY IN 2011
IRS REVERSES POSITION ON PREPARER APPLICATION SYSTEM
HOW ARE WE DOING? PLEASE COMPLETE THE NRS CLIENT SATISFACTION SURVEY!
January 2011 KEY FACTORS TO REMEMBER WHEN SPONSORING A DEFINED BENEFIT PENSION PLAN
SIGN OF THE TIMES: IRS ELIMINATES “FEDERAL TAX DEPOSIT (FTD) COUPON”
2010 Newsletters
December 2010 A MESSAGE FROM THE PRESIDENT OF NRS
2010 YEAR END REMINDERS
2010: THE YEAR OF THE ROTH TRANSFER… IS IT A GREAT TAX STRATEGY?
November 2010 COST OF LIVING INDEXED RETIREMENT PLAN LIMITS UNCHANGED IN 2011
FINAL DOL REGULATION ISSUED CONCERNING FEE DISCLOSURES TO PARTICIPANTS
NEW IRS TAX RETURN PREPARER APPLICATION SYSTEM AND USER FEES
DOL PROPOSES UPDATED DEFINITION OF “FIDUCIARY”
October 2010 PLAN AMENDMENTS REQUIRED FOR 2010
RECORD RETENTION: A PLAN SPONSOR FIDUCIARY DUTY
LATE EGTRRA RESTATEMENTS FOR DEFINED CONTRIBUTION PLANS
LATE BREAKING NEWS: IN PLAN ROTH ROLLOVERS
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
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