by Taylor Brown | Aug 25, 2007 | Uncategorized
Keeping Abreast of Plan Limitations Qualified retirement plans are funded by contributions from employers and/or employees. These contributions are subject to a number of annual limitations. In defined benefit plans, some of the limits are based on the maximum benefit...
by Taylor Brown | Jun 25, 2007 | Uncategorized
Keeping Up To Date With Form 5500 Requirements An annual report, Form 5500, is required to be filed with the Department of Labor (DOL) for almost all retirement plans. The report provides basic information about the plan, the plan sponsor, participation and financial...
by Taylor Brown | May 25, 2007 | Uncategorized
New Life for Defined Benefit and Cash Balance Plans The Pension Protection Act of 2006 (PPA) changed many of the rules affecting defined benefit and cash balance plans. Recent regulations have helped to make such plans more stable, and consequently more attractive to...
by Taylor Brown | Apr 25, 2007 | Uncategorized
The Prudent 401(k) Fiduciary Driven by an interest in attracting talented personnel and a natural aversion to the financial risks attached to traditional defined benefit pension plans, employers have embraced 401(k) plans, making them the dominant retirement savings...
by Taylor Brown | Feb 25, 2007 | Uncategorized
Plan Compliance Update for 2007 It’s that time of year again… when retirement plan sponsors need to give their plans the administrative equivalent of an annual physical exam. There are new limitations to consider as well as recurring compliance deadlines and fiduciary...
by Taylor Brown | Dec 25, 2006 | Uncategorized
Participant Cruise Control: Automatic Enrollment On August 17, President Bush signed the Pension Protection Act of 2006 (PPA) into law. The new law, heralded by many as the most important change to the rules governing retirement benefits since the passage of the...
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