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.

September 2017 - Update on the New Fiduciary Rules

There has been a large amount of upheaval in the retirement world as of late and it centers around the new fiduciary rule. The New Fiduciary Rule means that many professionals in the finance world that weren’t previously considered fiduciaries will now have to take on that title. So, why is that such a bad thing? Well, it’s not per se, but the implications of how this may change the way the retirement financial business and its institutions function may have many cursing its name for a myriad of reasons. But before we get too bent out of shape, let’s break it down and see what we’re truly looking at.

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Topic Archive - Click Topic To View Document

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