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Plan Sponsor Newsletters

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Quarter 4, 2011
Retirement Plan Update

  • Will Your Participants Be Ready to Retire?
  • Help on Issuing W-2 Forms
  • Required Minimum Distributions
  • Limits for 2012
  • How to Make your Plan Audit-Proof
  • Getting To Know Us
  • Good 401(k) Plan Provisions
  • Bad 401(k) Plan Provisions
  • Mark Your Calendar
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Quarter 3, 2011
Retirement Plan Update

Second Annual Top 10 Issue:
  • Top 10 Plan Design Options
  • 10 Companies with the Best Retirement Plans
  • Top 10 Excuses for Not Saving for Retirement
  • Getting To Know Us
  • Top 10 Hidden Liability Pitfalls
  • Mark Your Calendar
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Quarter 2, 2011
Retirement Plan Update

  • Plan Fees and Fiduciary Responsibility
  • Participant Fee Disclosure
  • Form 8955-SSA Forms
  • Plan Sponsor Fee Disclosure
  • Getting to Know Us
  • Mark Your Calendar
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Quarter 1, 2011
Retirement Plan Update

  • The Value of a Good TPA
  • Retirement Readiness
  • Workers Worried About Retirement
  • Time for a Tune Up?
  • Record Retention Basics
  • Mark Your Calendar
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Quarter 4, 2010
Retirement Plan Update

  • In-Plan Roth Conversions
  • Help with W-2s
  • Required Minimum Distributions
  • New Limits
  • Fee Disclosure
  • Going Green
  • Goodbye to Form 8109-B
  • Settlement Checks
  • Loan Refinancing and Consolidation
  • Plan Document Corner
  • Mark Your Calendar
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Quarter 3, 2010
Retirement Plan Update

Top 10 Issue:
  • Top 10 Mistakes Made by Plan Sponsors
  • Top 10 Compliance Issues
  • Top 10 Tips on Electronically Filing Form 5500
  • Top 10 Misconceptions about Retirement Plans
  • Top 10 Reasons for Not Saving for Retirement
  • Mark Your Calendar
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