Observer Archives

 

Winter 2010
  • EFAST2 Launched for 5500 Filings
  • Plan Restatement for EGTRRA
  •  The week of February 21-28, 2010 is America Saves Week.
Fall 2009
  • 2010 Retirement Plan Limits
  • EGTRRA Restatement Reminder
  • 2010 Roth IRA Conversion
  • 2010 Safe Harbor Notice Reminder
                

 Summer 2009

  • 10 Tips to Keep a 401(k) on Track
  • EGTRRA Restatement Reminder
  • 403(b) Plan Document Reminder
  • 401(k) Day is on September 11th

Spring 2009

  • 2008 & 2009 Form 5500 Reminders
  • EGTRRA Restatement Reminder
  • Hardship Distribution FAQs

Winter 2009

  • Employer Contribution Deadline
  • Plan Restatement for EGTRRA
  • National Employee Benefits Day

Fall 2008

  • 2009 Safe Harbor Notice Reminder
  • 2009 Retirement Plan Limits

Summer 2008

  • Beneficiary Blunders
  • Retirement Plans Changing
Spring 2008
  • U.S. Court rules Employees can sue Employers over 401(k) Plan losses
 Winter 2008
  • Free Financial Education @ Work
  • Saver’s Credit Reminder
  • Employer Contribution Deadline
  • Automatic 401(k) Enrollment
  • 401(k) Plan Potential Mistake

Fall 2007

  • 2008 Retirement Plan Limits
  • ABCs of 401(k) Compliance
  • New Statement Requirements
  • New Proposed Cafeteria Regulations
  • Qualified Default Investment Alternatives (QDIA) Final Regulations

Winter 2006

  • The Roth's Are Here!

Spring 2005

  • Automatic Rollovers from Retirement Plans