Notice 2016-16: New Rules Regarding Mid-Year Safe Harbor Amendments
The PPA Restatement Process - Fall 2014
New Guidance Permits HRAs to Offer Dental and Vision Coverage as Excepted Benefits; New Wraparound Excepted Benefit Option Announced - 1/6/2014
Governmental Individually Designed Plans Given More Time to Restate - Form 8905 Recommended for DC Plans - 12/11/2013
Account-Based Health Reimbursement Plans and IRS Notice 2013-54
IRS/Treasury and DOL Issue DOMA Guidance
Electronic Signature of Retirement Plan Documents - Journal of Pension Benefits 20.3, Spring 2013 issue
403(b) Plan Pre-approval Program FAQs - 5/9/2013
HRA Plans and the Prohibition on Annual Limits - 1/28/2013
Limited Time to Fix 403(b) Written Plan Failure for Reduced Fee - 1/15/2013
Safe Harbor Plans and the Danger of Multiple Matching Contribution Sections - 9/10/2012
Cafeteria Plan Relief for $2,500 Limit Too Late for Many Plans - 6/4/2012
Common Questions About the Next Restatement Cycle for Defined Contribution Plans - 2/2/2012
Two New Cafeteria Plan Requirements Begin Affecting Plans in 2013 - 1/13/2012
IRS Eliminates Determination Letters for Pre-approved Plans Without Modifications - 12/19/2011
The Current State of Retirement Document Drafting - 10/20/2011
Health Care Reform Appeals Process Update - 7/7/2011
Form 8955-SSA and Participant Statements - 6/30/2011
Cafeteria plans, HRAs and External Appeals Requirements - 3/23/2011
Computation of Earned Income for Retirement Plans in 2010 - No Change for 2010 Income Tax Health Insurance Deduction - 3/17/2011
New Disclosure Regulations Under ERISA sections 408(b)(2) and 404(a)(1) - 2/10/2011
Cafeteria plans, HRAs and Health Care Reform - 8/2/2010
2009 5500 Filing Deadline - 7/29/2010
New 5500 e-signature Option - 5/18/2010
5500 filings and 403(b) Plans; A Guide Through The Basics of The Filing Requirements - 3/1/2010
EFAST2 Sample Correspondence for Signers Needing a DOL PIN - 1/01/2010
Notice 2009-97: Extension of Limited PPA Amendments for Limited Plan Types - 12/14/2009
ASPPA asap 09-42: Required (and Optional) Qualified Plan Amendments for the 2009 Plan Year - 11/25/2009
5500 e-signature PINs May Not Be Shared With Preparers - 11/09/2009
Michelle's Law Amendments for HRA Plans and Cafeteria Plans With Health Care Reimbursement Accounts - 10/20/2009
Summary of Amendments and Due Dates for Defined Contribution Plans - 10/01/2009
Suspension or Reduction of Safe Harbor Nonelective Contributions - 5/22/2009
Defined Benefit Plan Annual Funding Notices - Model Notices with Cross-References to 5500 Forms - 3/11/2009
ERISA Coverage Of Nonprofit 403(b) Plans - 12/09/2008
The Final 415 Regulations: Post severance compensation and post year end compensation - what are they and what do they mean? - 8/12/2008
Should Nonprofits Switch From 403(b) to 401(k)? - 4/11/2008
Recent Changes to the FMLA - 3/20/2008
Gearing Up for EGTRRA Restatements - Fall 2007
