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.

Winter 2023 Newsletter 

In this edition, we discuss SECURE 2.0 (both current and future changes), Year-End Data Requests, and Compliance Deadlines.In this edition, we discuss SECURE 2.0 (both current and future changes), Year-End Data Requests, and Compliance Deadlines.

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IRS Cost of Living Adjustment for 2023 & proper plan record storage

2022 deadlines, including Cycle 3 restatements, 401(k) plans for long-term part-time employees, and navigating the labyrinth of required minimum distributions.

Retirement plan distribution fraud and the new contribution limits for 2022

Missing Participants and benefits of safe harbor plans with an over view of cash balance plans

Various players involved with retirement plan administration, mergers and acquisitions and their effect on retirement plans, and the newly issued guidance from the DOL on cybersecurity


2021 Cost of Living Adjustment

Electronic Delivery Could Save Billions

Understanding the CARES Act

Understanding the SECURE Act

The Final Rule on Hardship Distributions

Automatic Enrollment is on the Rise & Protect your 401(k)

Winter 2019 - Testing Season! Know your options with Roth 401(k) provisions

2019 Limits and Hardships get a little easier

The Retirement Income Gap and Helpful Hints for Plan Sponsors

Who is an employee & HSA compared to 401k plans

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