"You are the best TPA I have ever worked with"
Peter S.
Financial Advisor
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.
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.
Learn More – View PDF ►
Topic Archive - Click Topic To View Document
IRS Cost of Living Adjustment for 2023 & proper plan record storage
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
SPECIAL EDITION 2020 - ANNUAL DATA COLLECTION: PANDEMIC EDITION
2021 Cost of Living Adjustment
Electronic Delivery Could Save Billions
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
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
A Fresh Look at Your Form 5500 Filing
Part-Time Employees in 401(k) Plans
Determining Retirement Plan Compensation
Plan Fiduciary Responcibilities
Year-End Compliance Testing Overview
Ultimate Plan Sponsor Checklist