February Newsletter

Our February Newsletter, “Dealing with Uncashed Distribution Checks and Missing Participants”, discusses different ways to locate missing participants, options that exist if participants cannot be found, and steps that can be taken to reduce the occurrence of missing participants and uncashed checks. The newsletter can be viewed...

Educational Videos About Preparing For Retirement

We are pleased to announce that we have added a library of short educational videos to the Educational Resources page of this website. The videos provide information about the importance of saving for retirement, how to establish an appropriate savings level, and how to manage investments in a retirement savings account. To view the library of...

December Newsletter

Our December newsletter, “Rules and Taxation of 401(k) Plan Distributions”, discusses the types of distributions that are eligible for rollover, mandatory federal withholding rules, the 10% early distribution penalty, distributable events, required minimum distributions, and hardship distributions. The newsletter can be viewed...

2017 Retirement Plan Limits Announced

Yesterday the IRS announced the retirement plan limitations that will apply for 2017. A complete listing and description of the 2017 retirement plan limitations can be viewed on the IRS website here. Following are the most noteworthy limitations that were part of the IRS announcement: The salary deferral contribution limit for employees who...

October Newsletter

Our October newsletter, “Keeping Abreast of Plan Loan Rules”, provides an overview of the regulatory requirements that apply to participant loans. Included in the newsletter is a description of the plan document and employee notification requirements, maximum and minimum loan amounts, acceptable interest rates, and repayment terms. The newsletter...

August Newsletter

Our August newsletter, “DOL Issues New Fiduciary Rule”, provides an overview of the Department of Labor’s final guidance on investment advice that will be subject to the fiduciary duty rules of ERISA. Included in the newsletter is a description of activities that will be considered investment advice under the new regulations, information about...