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News & Insights Archive

Retirement Plan Updates
 
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Dec 9, 2003Owner-only Retirement Plan Deadlines
Nov 17, 2003Odds are Against You Choosing the Correct Owner-only Plan
Nov 11, 20032003 Year-end Planning Checklist for Advisors, Employer/Plan Sponsors and Fiduciaries
Nov 5, 20032003 & 2004 Calendar Plan Year "Safe Harbor" 401(k) Notice Requirements
Nov 3, 2003Pending Guidance on 412(i) Plans Discussed at ASPA Convention
Oct 17, 20032004 Qualified Retirement Plan Contibution, Benefit and Compensation Limits
Aug 29, 2003Revenue Procedure 2003-72 Extends "GUST" Amended Plan Submission to January 31, 2004
Jul 17, 2003Treasury and IRS Issue Proposed 401(k) and 401(m) Regulations
Jun 26, 2003Payment of Fees by Terminated Plan Participants
Jun 5, 2003Revenue Procedure 2003-44 Simplifies Voluntary Correction Program
May 27, 2003DOL FAB 2003-3 Allocation of Expenses in a Defined Contribution Plan
May 23, 2003IRS Recognizes Milberg Consulting as Pension Compliance Advocate
Apr 10, 2003Final Regulations for Pension Plan Reduction of Benefits Notice Requirements
Apr 1, 2003Revised Form 5500 Targets Late Deposits of 401(k) Plan Deferrals
Mar 28, 2003412(i) Plan: A “Dream” or "Nightmare" for the Small Business Owner?
Mar 24, 2003"Red Flags" Signal the Need to Review Plan Design
Jan 1, 2003"The Mini(k) Advantage"  At any Age or Income, Higher Tax-Deductible Contributions and Benefits!
 

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