Employee Benefit Plan Resources

Your Employee Benefit Plan is an integral part of your organization's benefit package. With the threat of social security being eliminated, job seekers and current employees are becoming increasingly concerned about their retirement income needs. Additionally, as pension laws become more complex, these tighter regulations bring the threat of penalties for irregularities, regardless of error or omission.
This newsletter, published four times a year, provides many articles to help you optimize your employee benefit plan.
Spring 2013
- Weighing Automatic Plan Features
- New In-Plan Roth Conversion Opportunity
- Making the Right Connection
- Understanding What It Means To Be a Plan Fiduciary
Winter 2013
- Designated Roth 401(k) Accounts
- IRS Stops Letter Forwarding
- Using Your Match More Effectively
- A DOL Audit-Are You Ready?
- Recent Developments
Fall 2012
- Good Plan Governance
- Avoiding Compensation Errors
- Getting Ready for Health Care Reform?
- Consequences of Plan Disqualification
- Fee Disclosure Reminder
- New FSA Cap for 2013
- Importance of 401(k) Plan Participation
Summer 2012
- Focus on Safe Harbor 401(k) Plans
- Get Ready to Provide Health Care Benefits Information
- Benefit Notes
- Retaining Plan Records
- Amending Your Plan
Spring 2012
- Put a Stop to Plan Leaks
- Benefit Notes
- Offering Catch-Up Contributions
- Increasing Employees' Access to Investment Advice
- Help Protect Your Plan's Financial Integrity