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Archived News Articles

2010 Plan Limits Announced
2009-10-17
Each year, the federal government releases the new dollar limits applicable to qualified retirement plans. More
EGTRRA Restatements Are Due Now
2009-02-15
All qualified plans in the U.S. are required to restate their plan documents before April 30, 2010. More
IRS: How to Fix Plan Mistakes
2007-10-16
The IRS has recently posted a 43-page "401(k) Plan Potential Mistakes" guide on its website. More
Fidelity Bond Requirements Have Changed
2006-09-17
If your plan offers company stock as an investment option, you know that ERISA requires a fidelity bond. More
New Safe Harbor Combines Automatic Enrollment Feature
2006-09-01
Department of Labor rules now state that all Form 5500s must be filed electronically. More
How to Lower Your Company's Expenses on Employee Health Premiums
2006-04-18
Are you tired of trying to find ways to improve your employees’ benefits without increasing the cost to... More
New Hardship Provisions to Take Effect
2006-01-01
Qualified retirement programs are now able to add two additional distribution events to the financial hardship distribution rules:... More
IRS Announces More Plan Audits
2005-11-14
The Internal Revenue Service is stepping up its examinations of companies’ retirement plans this year, aiming to catch... More

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