Bates & Company - Retirement Plan Administration & Consulting

 


Click on the topic to select the newsletter.

Topic

Date
Timely Deposit of Plan Contributions 10/08
EGTRRA Restatements...The time has come 8/08
Solving 401(k) Testing Problems With New Design Options 6/08
Top Heavy Rules May Impact Plan Design 4/08
The Impact of the Pension Protection Act on Defined Benefit Plans 3/08
Understanding 401(k) ADP and ACP Testing 2/08
Default Investment Rules Facilitate Auto Enrollment 12/07
Compensation:  Definitions and Applications 10/07
Keeping Abreast of Plan Limitations 8/07
Keeping Up To Date With Form 5500 Requirements 6/07
New Life for Defined Benefit and Cash Balance Plans 5/07
The Prudent 401(k) Fiduciary 4/07
Plan Compliance Update for 2007 2/07
Participant Cruise Control:  Automatic Enrollment 12/06
Pension Protection Act of 2006 Reinforces Private Pension System 10/06
Retirement Plan Coverage for Part-Time Employees 8/06
Hardship Distributions Provide Valuable Option 6/06
Military Leave Rules for Retirement Plans 4/06
Responsibilities of a Plan Sponsor 2/06
A Primer on Qualified Plan Document Maintenance 12/05
The Plain Truth About "Simple" Retirement Plans 10/05
New Retirement Plan Option Coming in 2006:  The Roth 401(k)! 8/05
Safe Harbor 401(k) Plans Provide Smooth Sailing 6/05
Guide to Distributions From 401(k) Plans 4/05
IRS Issues Final 401(k) Regulations 2/05
DOL Provides Guidance for Automatic Rollovers and Lost Participants 12/04
Participant-Directed Account Liability 10/04
Keeping Plan Records 8/04
Dividing Retirement Benefits in Divorce 6/04
Choosing the Right Plan 4/04
Show Me Your IPS 3/04
Keeping Plans in Compliance 2/04


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