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.

June 2017 - What makes a healthy and successful plan? Plus, we take a closer look at participant loans.

The latest news regarding retirement plans has centered around service provider fees.  While fees are a highly important aspect of managing an employer-sponsored retirement plan, they are not the only metric of your overall retirement plan health. This addition takes a look different types plans, plan education and different features such as automatic enrollment, Roth deferrals, matching and more.  

Also in this addition we take a look at participant loans.  For many years, plan sponsors have wrestled with the decision to loans to their plan participants.  Some consider them to be a benefit and even promote them as a legal way to use tax free money.  Come retirement, what are the effects of loans taken on an employee’s account?

Download PDF ►

Topic Archive - Click Topic To View Document

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