When Should the Check be in the Mail? Written by SPSAdmin on April 10, 2010. Posted in 2010, Newsletter. In this issue: Introduction Plan Asset Rule General Deposit Timing Rule The Confusion Safe Harbor Deadline Offers Welcome Guidance for Small Plans What’s the Worst that can Happen? Form 5500 Reporting of Late Deposits The Fix Is In Conclusion Continue reading
Participants are on a Need to Know Basis…and They Need to Know Written by SPSAdmin on February 20, 2010. Posted in 2010, Newsletter. In this issue: Introduction Notices Required for all DC Plans Summary Plan Description (SPD) and Summary of Material Modification (SMM) Summary Annual Report (SAR) Participant Benefit Statement Beneficiary Designation Forms Fee Disclosure Provision-Specific Notices Automatic Enrollment Notice Safe Harbor Notice Investment Disclosures Qualified Default Investment Alternative (QDIA) Notice Diversification of Employer Securities 404(c) Disclosure Event-Driven Notices Distribution Notices Participant Loans Blackout Notice It’s Not Easy Being Green Conclusion Continue reading
