Newsletters

The following are current and back issues of the Retirement LLC Benefit Insights newsletter. These are a non-technical review of qualified retirement plan legislative and administrative issues.

May 2018 - Who is an employee & HSA compared to 401k plans

MAINTAINING A RETIREMENT PLAN FOR YOUR EMPLOYEES IS NO EASY TASK. At various points during the year, employers and HR departments field participant questions, help with enrollments, deliver notices and statements, and participate in the distribution process. However, an additional responsibility, and one of the most important, is the collection of data that is used for compliance testing and government reporting. Though all these duties are important, one task drastically affects the outcome of your compliance testing; accurate reporting of all employee information to your third-party administrator. Sound onerous? Not really.

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Topic Archive - Click Topic To View Document

Navigating Distributions & New Tax Law Changes

Year-end checklist of tasks

Update on the New Fiduciary Rules

What makes a healthy and successful plan?  Plus, we take a closer look at participant loans.

Benefit Communications in an Electronic World

Dealing with Uncashed Distribution Checks and Missing Participants

Rules and Taxation of 401(k) Plan Distributions & 2017 Plan Limits

Plan Loan Rules

New Fiduciary Rule

Dealing with Forfeitures

A Fresh Look at Your Form 5500 Filing

Part-Time Employees in 401(k) Plans

Determining Retirement Plan Compensation

Plan Fiduciary Responcibilities

Automatic Enrollment

Deferral Timing Requirments

Year-End Compliance Testing Overview

Hardship Distributions

Ultimate Plan Sponsor Checklist

Peter S.

"You are the best TPA I have ever worked with"

Peter S.
Financial Advisor