Bates & Company, Inc.

Winter Park, FL
1201 South Orlando Avenue, #202
Winter Park, FL 32789
phone: (407) 645-401K
fax: (407) 647-8377

Jacksonville, FL
3063 Hartley Road, Suite 3
Jacksonville, FL 32257
phone: (904) 727-7539
fax: (904)725-1054

Clearwater/Tampa, FL
25400 US Highway 19 N, Ste. 152
Clearwater, FL 33763-2150
phone: (813) 336-8105
fax: (727) 330-2660

401K@batesco.com

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The Batesco Bulletin

Newsletter Topic	Date
Who is an Employee? & HSA vs 401(k)	Spring 2018
Navigating Distributions & Under the New Tax Law	Winter 2018
End of the Year Checklist & iWork: The Next-Gen Workforce	December 2017
Fiduciary Rule Round Up & Houston, We Have a Problem...	September 2017
Retirement Plan Rx & Rise of the Machines	June 2017
Benefit Communications in an Electronic World	April 2017
Dealing with Uncashed Distribution Checks and Missing Participants	February 2017
Rules and Taxation of 401(k) Distributions	December 2016
Keeping Abreast of Plan Loan Rules	October 2016
DOL Issues New Fiduciary Rule	August 2016
Fun with Forfeitures	June 2016
A Fresh Look at Your Form 5500 Filing	April 2016
Part-Time Employees in 401(k) Plans	February 2016
Determining Retirement Plan Compensation	December 2015
A Plan Fiduciary's Responsibilities	October 2015
The IRS is Back with Some Brand New Corrections	August 2015
The Best Plan to Drive Your Retirement Needs	June 2015
Automatic Enrollment for 401(k) Plans	April 2015
Timing is Everything	February 2015
Year-End Compliance Testing Overview	December 2014
Hardship Distributions from 401(k) Plans	October 2014
The Ultimate Plan Sponsor Checklist	August 2014
Ready or Not, Here it Comes...the PPA Plan Restatement	June 2014
The Continuing Evolution of the Safe Harbor 401(k) Plan	April 2014
Boomerang Employees: Rehires and Retirement Plans	February 2014
Down with DOMA	December 2013
How Do You Spell Relief? E-P-C-R-S	October 2013
Cross-Testing: The Right Tool for Many Jobs	August 2013
Under Control or Out of Control	June 2013
When Good Loans Go Bad	April 2013
Don't let Missing Participants and Small Balances become a Big Problem	February 2013
The IRS Meets Letterman	December 2012
How to Survive a Visit from the IRS or DOL	October 2012
Top Heavy Impact on 401(k) Plans	August 2012
Fiduciary Fact or Fiction	June 2012
The Final Fee Disclosure Regulations Have Arrived	April 2012
At Your Service	February 2012
Increasing 401(k) Plan Participation	December 2011
Participant Fee Disclosure Requirements for Individual Account Plans	October 2011
Should They Stay or Should They Go: Dealing with Terminated Participants	August 2011
Fiduciary Liability for Participant-Directed Plans	June 2011
Don't let the QDRO be Worse than the Marriage	April 2011
Do You Know Who Your Employees Are?	February 2011
Cash Balance Plans 101	January 2011
Plan Year-End "To Do" List	December 2010
Record Retention	October 2010
Safe Harbor 401(k) Plan Offers Many Advantages	August 2010
Roth 401(k) FAQs	June 2010
When Should the Check be in the Mail?	April 2010
Participants are on a Need to Know Basis...and They Need to Know	February 2010