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.

March 2018 - Navigating Distributions & New Tax Law Changes

The first quarter of the calendar year typically sees an uptick in the number of retirement plan distributions and participant loans. This year may be even busier than most, given the relief announced by the IRS for victims of the recent hurricanes and wildfires. Whatever the reason, participant distributions present a complex set of rules for Plan Sponsors to navigate. Under current law, a participant is entitled to a distribution from their account upon the occurrence of certain events or, as they are technically known, distributable events.

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Topic Archive - Click Topic To View Document

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