Newsletters


Issue
Topic
March 2024
Volume 33 Issue 1
Tax Credits for a New Pension Plan, Cash-Outs for Small Balances
November 2023
Volume 32 Issue 4
2024 Pension Plan Limits, Part-Time Employees and 401(K) Plans, Important Reminder For 401(K) Plan Sponsors
October 2023
Volume 32 Issue 3
Year-End Reminders and Important Deadlines
May 2023
Volume 32 Issue 2
SECURE ACT 1.0 & 2.0: New Provisions for 2023 and Beyond
April 2023
Volume 32 Issue 1
Secure 2.0 Act: 2023 Provisions, and Plan Restatements for Defined Benefit Plans Coming Soon!
November 2022
Volume 31 Issue 3
2023 Pension Plan Limits, Part-Time Employees and 401(K) Plans, Important Reminder For 401(K) Plan Sponsors, Coming in January 2
October 2022
Volume 31 Issue 2
2022 Year-End Reminders and Important Deadlines
September 2022
Volume 31 Issue 1
Meet Our Actuary, Why Use ShareFile?, New 90-Day Pre-Examination Compliance Pilot Program
November 2021
Volume 30 Issue 2
2022 Pension Plan Limits, Part-time Employees and 401(k) Plans, and Important Reminder for 401(k) Plan Sponsors
October 2021
Volume 30 Issue 1
Year-End Reminders and Important Deadlines…
December 2020
Volume 29 Issue 5
2021 Pension Plan Limits, Part-time Employees and 401(k) Plans, and Important Reminder for 401(k) Plan Sponsors
October 2020
Volume 29 Issue 4
Year-End Reminders and Important Deadlines…
September 2020
Volume 29 Issue 3
1.Witnessing/notarizing documents during pandemic 2.Updated Coronavirus Legislation 3.GASB 75 4.DC Plan Restatement Coming Soon!
April 2020
Volume 29 Issue 2
Provisions of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act)
February 2020
Volume 29 Issue 1
New Provisions of the SECURE Act
December 2019
Volume 28 Issue 2
2020 Pension Plan Limits & Important Reminder for 401(k) Plan Sponsors
October 2019
Volume 28 Issue 1
Year-End Reminders and Important Deadlines…
December 2018
Volume 27 Issue 3
2019 Pension Plan Limits
October 2018
Volume 27 Issue 2
Year-End Reminders and Important Deadlines
April 2018
Volume 27 Issue 1
1. How do I make distributions to non-responsive/lost participants? 2. Plan Restatements for Defined Benefit Plans
December 2017
Volume 26 Issue 4
2018 Pension Plan Limits & Important Reminder for 401(k) Plan Sponsors
October 2017
Volume 26 Issue 3
Year-End Reminders and Important Deadlines...
August 2017
Volume 26 Issue 2
October 1st Deadline for Safe Harbor 401k Plan and Recent Forfeiture Amendment
May 2017
Volume 26 Issue 1
ShareFile Accessibility
December 2016
Volume 25 Issue 5
2017 Pension Plan Limits
October 2016
Volume 25 Issue 4
Year-End Reminders and Important Deadlines...
October 2016
Volume 25 Issue 3
What Do I Do . . . with all these required employee notifications?
September/2016
Volume 25 Issue 2
What Do I Do . . . if I receive Notice CP216F from the IRS about an Extension to file Form 5500?
March 2016
Volume 25 Issue 1
What Do I Do.....
December/2015
Volume 24 Issue 5
2016 Pension Plan Limits
November 2015
Volume 24 Issue 4
Year-End Reminders and Deadlines
September 2015
Volume 24 Issue 3
Oops! I got a letter from the DOL about the Plan’s Fidelity Bond
June 2015
Volume 24 Issue 2
Life Insurance Within Qualified Plans
February/2015
Volume 24 Issue 1
Who Else is Looking at my Pension Plan?
December 2014
Volume 23 Issue 6
More ShareFile Opportunities…...
November 2014
Volume 23 Issue 5
2015 Pension Plan Limits
October 2014
Volume 23 Issue 4
Year-End Reminders and Deadlines...
May 2014
Volume 23 Issue 3
The Time Has Come...All Pre-Approved Defined Contribution Plans Must Be Restated
March 2014
Volume 23 Issue 2
ShareFile: The Basics
January 2014
Volume 23 Issue 1
The When, The How and The How Much of Defined Contribution Plan Contributions
December 2013
Volume 22 Issue 5
ShareFile, 2014 Pension Plan Limits and Thank You
November 15, 2013
Volume 22 Issue 4
The Allure of the Solo 401(k) Plan
November 2013
Volume 22 Issue 3
Year-End Reminders and Deadlines.....
October 2013
Volume 22 Issue 2
Are Your Employees Married? What Does Having a Spouse Mean for a Qualified Plan?
March 2013
Volume 22 Issue 1
Non-Qualifying Assets - To Invest or Not to Invest?
December 2012
Volume 21 Issue 6
2013 Pension Plan Increases
November 2012
Volume 21 Issue 5
Year-End Reminders and Deadlines
October 2012
Volume 21 Issue 4
Qualified Plan Distributions: Your TPA - Invaluable During The Distribution Process
July 2012
Volume 21 Issue 3
August 30th Deadline for Providing Participant Disclosures
June 2012
Volume 21 Issue 2
You are Responsible...What Fees are Paid by your Plan?
April 2012
Volume 21 Issue 1
The Unfortunate Case of the Upward Creeping Top-Heavy Percentage in a 401(k) Plan
December 2011
Volume 20 Issue 5
2012 Pension Plan Increases
November 2011
Volume 20 Issue 4
Year End Reminders and Deadlines...
October 2011
Volume 20 Issue 3
The Value of Unbundled Pension Services
April 2011
Volume 20 Issue 2
Who’s Looking at my Pension Balance?
February 2011
Volume 20 Issue 1
Have You Heard About the New Hybrids?
November - December 2010
Volume 19 Issue 4
2011 Pension Plan Increases and Thank You
September - October 2010
Volume 19 Issue 3
Year-End Reminders and Deadlines...
July - August 2010
Volume 19 Issue 2
Form 5500 Electronic Filings and Restatement of Defined Benefit Plans
January - February 2010
Volume 19 Issue 1
Qualified Plan Distributions, Traditional IRAs, and Roth IRAs
November - December 2009
Volume 18 Issue 3
2010 Pension Plan Increases and Thank You
September-October 2009
Volume 18 Issue 2
Year-End Reminders and Deadlines...
January - February 2009
Volume 18 Issue 1
Suspension of 2009 Minimum Required Distributions
November - December 2008
Volume 17 Issue 4
2009 Pension Plan Increases and Thank You
September - October 2008
Volume 17 Issue 3
Year End Reminders and Deadlines...
March - April 2008
Volume 17 Issue 2
Deposit of Participant Contributions
January - February 2008
Volume 17 Issue 1
Defined Benefit Pension Plans and the Pension Protection Act of 2006
November - December 2007
Volume 16 Issue 5
2008 Pension Plan Increases and Thank You
September - October 2007
Volume 16 Issue 4
Year-End Reminders and Deadlines...
May - June 2007
Volume 16 Issue 3
Funding Changes under the Pension Protection Act of 2006 and Final Regulations for Normal Retirement Age
March - April 2007
Volume 16 Issue 2
Participant Benefit Statements and the Pension Protection Act of 2006
January - February 2007
Volume 16 Issue 1
2007 Pension Plan Increases and The Pension Protection Act of 2006
November - December 2006
Volume 15 Issue 5
How to Increase your 2006 Contribution and Thank You
September - October 2006
Volume 15 Issue 4
Year-End Reminders and Deadlines...
May - June 2006
Volume 15 Issue 3
When does my Pension Plan have to be Restated?
March - April 2006
Volume 15 Issue 2
Comparison of Contribution Amounts


Need a Retirement Plan Design?

We’ve designed hundreds of plans for one-man shops to medium-sized businesses. See how we can design the best one for your needs.

Reasons why you need a good TPA

1.  A good TPA will design a plan to fit your needs, taking into account the demographics of your staff.
2.  A good TPA will draft a plan document that incorporates your plan design and is flexible enough to meet future needs.
3.  A good TPA is knowledgeable in the intricacies of Pension law and regulations and will keep your document up-to-date and in compliance with current laws.
4.  A good TPA will guide you in the operation of the Plan so that it runs smoothly and remains in compliance.

We are a TPA of pension plans. That is all we do, that is our bread and butter. Because of this, you can be assured of our dedication to seeing that your plan is designed creatively to meet your goals and administered in compliance with current laws and regulations. Read “The Value of a Good TPA” written by an ERISA attorney, or contact us.

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Why your payroll company should not serve as TPA to your plan

If your payroll company tries to sell a 401(k) plan to you, we recommend that you decline their offer. The packages they offer include cookie-cutter-type plans and a limited roster of investments from which they receive compensation.  Pension plan administration is not their primary area of expertise; payroll is. Read the article:  “Why You Shouldn’t Hire your Payroll Company to Run your 401(k) Plan” by Ary Rosenbaum, for more details, or contact us.

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