News Archive

January/February 2002
IRS and SSA Announce Cost-of-Living Adjustment for 2002
Paying Investment Fees When Changing Vendors
Investment Policy Statements - Now More Than Ever
The Role of the Employer
 

March/April 2002
Eliminating Money Purchase Plans
It's After 1-1-2002 - The Participant Impact Of The New Required Minimum Distribution Rules
Catch-Up Considerations
 

May/June 2002
Job Creation And Worker Assistance Act Of 2002 Includes Changes To Pension Laws
Post-EGTRRA, Plan Design Considerations
2002 Rollover Rules
 

July/August 2002
Effective Plan Communications
IRS Issues Final Required Minimum Distribution (RMD) Regulations
New Small Plan Audit Rules Take Effect
 

September/October 2002
401(K) Safe-Harbor And Top-Heavy Rules Post-EGTRRA
DOL Finalizes Regulations On The Use Of Electronic Disclosures
Foreign Language Employee Information Issues
Vesting Rules For Money Purchase Plan Mergers Clarified
 

November/December 2002
Time To Decide On 401(k) Safe Harbor For 2003
Final Required Minimum Distribution Rules Prompt Communication
Sarbanes-Oxley Act Creates “Blackout” Requirements
 
January/February 2003

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The material in this newsletter is provided for informational and educational purposes only and is based on our understanding and interpretation of the subject matter. Plan sponsors should seek legal or professional advice regarding implications of a particular factual situation to their plan.