View this Newsletter Focus: Boomerang Employees Leaves of absence, inconsistent work schedules, and transfers The rule of parity Breaks in service Eligibility and vesting By Robbie Petrillo Pinnacle Plan Design is a third-party administrator (TPA) of employer-sponsored qualified retirement plans.…
Retirement Plan News November/December 2013
Featuring… The Supreme Court DOMA Decision One-time Extension of Participant Disclosure Notice Recent Developments DOL Advisory Opinion on Revenue Sharing Payments By Robbie Petrillo
Retirement Plan News September/October 2013
Featuring… 401(k) Questionnaire: The Final IRS Report Safe Harbor 401(k) Plan Options for 2014 Recent Developments GAO Report on Rollovers PBGC Premium Increases
Retirement Plan News July/August 2013
Retirement Plan News: Featuring… Tips on selecting target date funds Correcting missed matching contributions Hardship distribution to pay casualty loss Recent developments 401(k) compliance check questionnaire 403(b) preapproved plan document program
Retirement Plan News May/June 2013
Featuring… Employee Plans Compliance Resolution System (EPCRS) In-plan Roth “transfer” IRS Voluntary Correction Program Recent developments 403(b) document failure correction Charitable donation from an IRA
Retirement Plan News March/April 2013
Your Retirement Plan News – March/April 2013 is here. Featuring… Required minimum distributions IRS Uniform Lifetime Table What is the required beginning date? Recent developments DOL proposes amendments to abandoned plan program Great expectations for 2013
Retirement Plan News January/February 2013
Retirement Plan News – January/February 2013 is here! Featuring… The importance of the 408(b)(2) fee disclosure 2013 COLA limits Participant requests for plan documents Recent developments MAP-21 IRS Fix-It Guides