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2006 Pension Law Changes
What Employers Need to Know

  • Introduction
  • Defined Benefit Pension Plan Reforms
  • Cash Balance Plans
  • EGTRRA "Sunset" Provision
  • Automatic Enrollment
  • Investment Advice
  • Default Investment Safe Harbor
  • Diversification of Employer Securities
  • Reporting and Disclosure Provisions
  • DB(k) Plans
  • Portablility and Distribution Rules
  • Miscellaneous Provisions
  • How We Can Help
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Second Quarter 2007
Retirement Plan Update

  • PPA Confusion Continued
  • Fee Disclosure
  • Missing Participants
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Fall 2006
Retirement Plan Update

  • Help on issuing W-2 forms
  • Distribution/1099-R form Update
  • New Limits for 2007
  • A New Look for our Website
  • Safe Harbor 401(k) Plan Notices
  • Late Deposits of Participant Contributions
  • Final 401(k) Regulation Amendments
  • Pension Protection Act in Depth
  • Website Access
  • Automatic Enrollment
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Summer 2006
Retirement Plan Update

  • Tax Saver's Credit
  • Roth 401(k) Plans
  • Revenue Sharing
  • Who is a Fiduciary?
  • Limits for 2006
  • Web Site Access
  • Pension Protection Act of 2006
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November 2005
Employee Benefits Update

  • IRS Raises Limits for 2006
  • Issuing the Form W-2
  • Web Enhancements
  • Distribution Processing Deadline
  • Required Minimum Distributions
  • Roth 401(k) Plans
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