2011 Archives - Southern Pension Services

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Newsletter
2011

Increasing 401(k) Plan Participation

Written by SPSAdmin on December 13, 2011. Posted in 2011, Newsletter.

In this issue:

Introduction
Advantages of Increased Participation
Methods of Increasing Participation
Conclusion
IRS and Social Security Annual Limits

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Participant Fee Disclosure Requirements for Individual Account Plans

Written by SPSAdmin on October 26, 2011. Posted in 2011, Newsletter.

In this issue:

Introduction
Plans Subject to the Disclosure Requirements
Compliance Dates
Who Must Provide the Disclosures?
Designated Investment Alternatives
Plan-Related Information
Investment-Related Information
Quarterly Statements of Actual Fees and Expenses
Materials Provided Upon Request
Summary

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Should They Stay or Should They Go: Dealing with Terminated Participants

Written by SPSAdmin on August 8, 2011. Posted in 2011, Newsletter.

In this issue:

Introduction
Why do we Care?
What are the Options?
What about Plan Terminations?
Conclusion

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Don’t let the QDRO be Worse than the Marriage

Written by SPSAdmin on April 3, 2011. Posted in 2011, Newsletter.

In this issue:

Introduction
What is a QDRO
Requirements
Prohibitions
Processing
Don’t Make Assumptions
Death and Taxes
- Taxes
- Death
Summary

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Servicing:

401(k) Plans
Safe Harbor 401(k)
Roth 401(k)
Individual(k)
Profit Sharing
Salary Ratio Profit Sharing
Integrated Profit Sharing
Age Weighted Profit Sharing
New Comparability Profit Sharing
403(b) ERISA Plans
Cash Balance 401(k) Combo Plan

Celebrating 28 Years!

Contact Info

2707 W. Azeele St., Suite 200
Tampa, FL 33609
Monday – Friday, 8am – 5pm
Phone: (813) 875-4003
Fax: (813) 875-1003
Email: PCardillo@SPSPension.com

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