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| 2012 Retirement Plan Compliance Calendar |
 Retirement plan sponsors are responsible for compliance with many ongoing reporting,
disclosure and notice requirements. This Retirement Plan Compliance Calendar summarizes
the major requirements that apply to Defined Benefit (“DB”) and Defined Contribution
(“DC”) plans for 2012... |
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| October2011 Employer Update |
Defined Benefit Pension Plan Finances in 2012
This bulletin will discuss the potential ramifications of recent market conditions on Defined Benefit (“DB”) plans as we head into 2012. Three main drivers will impact ASC 715 accounting figures (formerly FAS 87/158), as well as IRS minimum required contributions... |
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| October2011 Employer Update |
IRS Cost of Living Adjustments for 2012
The Internal Revenue Service has announced annual cost-of-living adjustments applicable to pension and profit sharing plans, effective January 1, 2012. In accordance with legislative guidelines... |
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| October2011 Employer Update |
DOL Fee Disclosure Regulations:
What Plan Sponsors Need to Know
Retirement plan fees and their impact on the retirement savings of plan participants is a topic that has received a lot of attention over the last several years. It is no secret that the fee and expense structures of retirement plans... |
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| 2011 Retirement Plan Compliance Calendar |
| Retirement plan sponsors are responsible for compliance with many ongoing reporting, disclosure and notice requirements. This Retirement Plan Compliance Calendar summarizes the major requirements that apply to Defined Benefit (“DB”) and Defined Contribution (“DC”) plans for 2011... |
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| January 2011 Employer Update |
IRS Issues Procedures to
Elect Pension Funding Relief
Plan sponsors must act before January 31st in order to use relief for 2010 calendar year plan year contributions.
The IRS has recently issued Notice 2011-3, which includes procedures for electing funding relief for single employer defined benefit plans... |
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| November 2010 Employer Update |
| The Internal Revenue Service ("IRS") has announced annual cost-of-living adjustments
applicable to pension and profit sharing plans, effective January 1, 2011. In accordance
with legislative guidelines, these limitations are adjusted annually to reflect changes in the
cost-of-living... |
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| October 2010 Employer Update |
New Law Permits In-Plan Roth Conversions
On September 27, 2010, President Obama
signed the Small Business Jobs Act of 2010
(the “Act”) into law. Two provisions of the
Act permit new features to be added to
certain defined contribution retirement
plans... |
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| June 2010 Alert |
Pension Funding Relief
Signed into Law
President Obama signed the Preservation
of Access to Care for Medicare Beneficiaries
and Pension Relief Act of 2010 (the “Act”) on
June 25th. In addition to reversing certain
reimbursement rate cuts to Medicare
providers, the Act provides significant
funding relief for defined benefit plan
sponsors... |
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| June 2010 Employer Update |
IRS Compliance Check
of 401(k) Plans
In an effort to improve 401(k) plan compliance, the IRS Employee Plans Compliance Unit
(“EPCU”) is in the process of administering a compliance check of 401(k) plans. In late May,
the EPCU randomly selected and sent notice of the 401(k) compliance check to approximately
1,200 plan sponsors.. |
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| February 2010 Employer Update |
Retirement Plan
Compliance Calendar
Retirement plan sponsors are responsible for compliance with many reporting, disclosure and notice
requirements. This Retirement Plan Compliance Calendar summarizes the major requirements that
apply to calendar year Defined Benefit (“DB”) and Defined Contribution (“DC”) plans for 2010... |
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