Bates & Company - Retirement Plan Administration & Consulting

 


Click on the topic to select the newsletter.

Topic

Date
The Final Fee Disclosure Regulations Have Arrived 4/12
At Your Service 2/12
Increasing 401(k) Plan Participation 12/11
Participant Fee Disclosure Requirements for Individual Account Plans 10/11
Should They Stay or Should They Go: Dealing with Terminated Participants 8/11
Fiduciary Liability for Participant-Directed Plans 6/11
Don't let the QDRO be Worse than the Marriage 4/11
Do You Know Who Your Employees Are? 2/11
Cash Balance Plans 101 1/11
Plan Year-End "To Do" List 12/10
Record Retention 10/10
Safe Harbor 401(k) Plan Offers Many Advantages 8/10
Roth 401(k) FAQs 6/10
When Should the Check be in the Mail? 4/10
Participants are on a Need to Know Basis...and They Need to Know 2/10
Mandatory Electronic Filing Applies to Form 5500 Soon! 12/09
Coping With the Impact of the Pension Protection Act 11/09
Voluntary Corrections for Qualified Plans 10/09
Plan Distributions Are on the Rise 8/09
ERISA Fiduciary Responsibilities 6/09
Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting 4/09
Payment Options for Plan Expenses 2/09
The Hidden Pension Trap--The Aggregation Rules 12/08
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


 © Bates & Company, Inc.