Winter 2020 Newsletter

• How the Secure Act is Changing Retirement
• Upcoming Compliance Deadlines

Winter 2019 Newsletter

• IRS Announces Limits for 2020
• Safe Harbor 401(k) Plan Design
• Upcoming Compliance Deadlines for Calendar-Year Plans (12/31)
• The Final Rule on Hardship Distributions

Summer 2019 Newsletter

• Bucket List: Retirement
• Complying with Safe Harbor Deadlines
• It’s All in the Design…
• Upcoming Compliance Deadlines for Calendar-Year Plans (12/31)

Spring 2019 Newsletter

• Automatic Enrollment is on the Rise
• Upcoming Compliance Deadlines for Calendar-Year Plans (12/31)
• Protect Your 401(k)

Winter 2019 Newsletter

• It’s Testing Season!
• Upcoming Compliance Deadlines for Calendar-Year Plans (12/31)
• Know Your Options
• The 401(k) Turns 40

Winter 2018 Newsletter

• Hardships Get a Little Easier
• 2019 Cost of Living Adjustments
• Helping Hands
• ‘Tis the season…
• Upcoming Compliance Deadlines for Calendar-Year Plans (12/31)
• Port in the Storm

Summer 2018 Newsletter

• The Retirement Income Gap
• What can cause a shortfall?
• Social Security – Timing is Everything
• What happens if you claim early?
• Retirement Accounts
• What can employees do to boost their savings?
• Helpful Hints for Plan Sponsors
• Upcoming Compliance Deadlines

Spring 2018 Newsletter

• Who is an Employee?
• Employee Definitions
• HSA vs 401(k)
• Comparison Chart
• Upcoming Compliance Deadlines

Winter 2018 Newsletter

• Navigating Distributions
• Required Minimum Distributions (RMDs)
• Hardships and Loans
• Terminated Participants
• Mandatory Cash-Outs
• Under the New Tax Law
• 401(k) Loan Payback Period gets extended!
• Recharacterizations of IRAs… Can I take a mulligan?

December 2017 Newsletter

• End of the Year Checklist
• Data
• Notices and Deadlines
• iWork: The Next-Gen Workforce
• 2018 IRS Annual Limits