Newsletters

December 2011 Interim Valuations - What should be taken into consideration? Cash Balance/Hybrid Pension Plans Increase In User Fees For Determination Letters October 2011 Service Provider Fee Disclosure Regulations June 2011 The Internal Revenue Service has Released Form 8955-SSA Final Participant Fee Disclosure Regulations Issued by the Department of Labor December 2010 Retirement Plan Limits for 2011 Federal Tax Withholding Deposit Update April 2010 Qualified Plan Reporting Has Entered the Electronic Age 2009 Form 5500 7-Day Deposit Requirement for Small Plan 401(k) Deferrals Review of Fiduciary Bonding Requirements December 2009 Retirement Plan Limits for 2010 Reminder of Suspension of Required Minimum Distributions for 2009 Considerations for Hardship Distributions June 2009 Provision for Relief from Required Minimum Distribution for 2009 Permitted Plan Changes for 401(k) Safe Harbor Plans December 2008 Retirement Plan Limits for 2009 Should Plan Sponsors Conduct an Interim Valuation? The Effect of the Market Decline on Required Minimum Distributions (RMDs) September 2008 Qualified Default Investment Alternatives Pre-Tax Rollover to a Roth IRA March 2008 A New Safe Harbor Rule For The Timely Deposit of Employee Contributions Q+A Pertaining to Payment of Plan Expenses December 2007 Retirement Plan Limits For 2008 Year-End Reminders Amendments To Comply With The Pension Protection Act Of 2006 September 2007 Do Plans Terminating in 2007 Need to be Amended to Comply with the Pension Protection Act of 2006? Periodic Benefit Statements for Defined Contribution Plans Staff News December 2006 Retirement Plan Limits for 2007 Year End Reminders Rollover to an Inheritance IRA September 2006 Pension Protection Act of 2006 provisions with retroactive effective dates June 2006 Pension Protection Act of 2006 Department of Labor Updates the Voluntary Fiduciary Correction Program Pacific Retirement Plans Staff News March 2006 Treatment of Post-Severance Compensation and 401(K) Contributions The Cafeteria Plan (Section-125 Plan) “Use It or Lose It” New Grace Period Priorities and Goals of IRS Audits for Employee Plan New FDIC Limits for Retirement Accounts December 2005 Retirement Plan Limits for 2006 Roth 401(k) Follow-up End of Year Reminders October 2005 How Long Should Plan Records Be Kept? Department Of Labor Proposal Mandates Electronic Filing Of 5500 Flexible Spending Accounts Modified to Allow Extra Time To “Use It Or Lose It” June 2005 Roth 401(k) Contributions Service Crediting Rules March 2005 Future of Benefit & Contribution Limitations A Guide to Paying Plan Related Expenses Pacific Retirement Plans Staff News December 2004 Retirement Plan Limits for 2005 Notices to Eligible Employees Year End Reminders November 2004 Automatic Rollover Regulations are Final Rollover of Participant Loans Missing Participants in Defined Contribution Plans March 2004 New Automatic Rollover Provisions Fiduciary Duties in Response to Mutual Fund Abuses Participant Loan May Trigger an IRS Audit December 2003 September 2003 June 2003 March 2003 December 2002 September 2002 June 2002 March 2002 Notice to Employees Regarding Saver's Credit