Updates and Information  (News and Insights Archive)

 
December 9, 2003Owner-only Retirement Plan Deadlines
November 17, 2003Odds are Against You Choosing the Correct Owner-only Plan
November 11, 20032003 Year-end Planning Checklist for Advisors, Employer/Plan Sponsors and Fiduciaries
November 5, 20032003 & 2004 Calendar Plan Year "Safe Harbor" 401(k) Notice Requirements
November 3, 2003Pending Guidance on 412(i) Plans Discussed at ASPA Convention
October 17, 20032004 Qualified Retirement Plan Contibution, Benefit and Compensation Limits
August 29, 2003Revenue Procedure 2003-72 Extends "GUST" Amended Plan Submission to January 31, 2004
July 17, 2003Treasury and IRS Issue Proposed 401(k) and 401(m) Regulations
June 26, 2003Payment of Fees by Terminated Plan Participants
June 5, 2003Revenue Procedure 2003-44 Simplifies Voluntary Correction Program
May 27, 2003DOL FAB 2003-3 Allocation of Expenses in a Defined Contribution Plan
May 23, 2003IRS Recognizes Milberg Consulting as Pension Compliance Advocate
April 10, 2003Final Regulations for Pension Plan Reduction of Benefits Notice Requirements
April 1, 2003Revised Form 5500 Targets Late Deposits of 401(k) Plan Deferrals
March 28, 2003412(i) Plan: A “Dream” or "Nightmare" for the Small Business Owner?
March 24, 2003"Red Flags" Signal the Need to Review Plan Design
January 1, 2003"The Mini(k) Advantage"  At any Age or Income, Higher Tax-Deductible Contributions and Benefits!
 
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