Considering a Roth 401(k)?
Tax Relief for Hurricane Victims
Small Plan Audit Waivers

Which retirement plan fits best?
New proposal for Employee Benefit plan audits
Retaining plan records

Should you consider a Safe Harbor 401(k)?
Documenting hardship distributions
Using EPCRS to fix plan errors

Handling QDRO’s for your retirement plan
Keys to avoiding Compensation errors
Determining 401(k) plan eligibility requirements

Using target date funds
Paying expenses with Plan assets
Distribute required documents to participants

Making benchmarking your plan an annual exercise
Employer contribution trends
QDIA’s – 10 years on

Midyear changes to safe harbor 401(k) plans
Changes to the VCP
Should your plan offer in-plan Roth rollovers?

Post-severance compensation revisited
The fiduciary role
Bankruptcy and retirement plans

Hardship distributions
2014 COLA limits
Hardship compliance

Supreme Court ruling on same-sex marriage
The three-legged stool in transition
Eliminating qualified J&S options

Relief for elective deferral failures
Back to basics: eligibility

Retirement distribution advice
Hardships and loans
EPCRS revised

Plan design and after-tax contributions
Portability chart as of 2015
Blackout period and notice

Required minimum distributions for 5% owners
Excess elective deferrals
Addressing lifetime income stream issue

Allocating pre-tax and after-tax amounts
2015 COLA Limits
Tracking after-tax amounts in IRA’s

How to locate missing participants
The QLAC (qualifying longevity annuity contract) is here
Understanding RMD’s (required minimum distributions)

Restatement process: EGTRRA to PPA
Rollover documentation guidance
Form 5500 series: New penalty relief rules

DOMA Decision Guidance
PPA Restatement Period
Qualified Plans in M & A 

Record Retention
Leased Employees

In Plan Roth Rollovers
What is a 402(f) Notice
Mid-Year Changes to Safe Harbor 401(k)

Hardship Distributions
2014 COLA Limits
Hardship Compliance

Supreme Court DOMA Decision
One Time Extension- Participant Disclosure

401(k) Questionaire
Safe Harbor 401(k) Options 2014

Tips on Selecting Targer Date Funds
Correcting Missed Matching Contrib’s

Employee Plans
(Compliance Resolution System)
In-Plan Roth Transfer
IRS Voluntary Correction Progran

Required Minimum Distributions
IRS Uniform Lifetime Table
What is the Required “Beginning Date”

The importance of 408(b)(2) Fee
Disclosure
2013 COLA Limits
Participants Request for Plan Documents

Cross Tested 401(k) Safe Harbor Plan Design
Deferrals & The Compensation Limit
Participant Loan Disclosures

Preview of Changes for 2010
2010 IRS Cost-of-Living Adjustments
Plan Expenses and Cost Cutting

Life Income Options
A Look At Simple IRA’s
Learning From IRS LESE Projects
401(k) Beneficiary Court Case

Service Provider Fee Disclosure
Service Provider Fee Disclosure Regs
Satisfying Top Heavy Requirements

Participant Fee Disclosure
QDRO Court Case
Understanding Participant Loan Limits

Quality Default Investment Alternatives
2012 COLA Limits
Early Distribution Penalty

The Duty To Collect Contributions
Deadline For Depositing Deferrals
Catch Up Contributions

The Supreme Court Rules on SPD’s
Hardship Distribution Limit
Spousal Consent Requirements

Attribution Rules
All In The Family (A Close Up)
Beneficiary Distribution Options 2011

Rollover Portability Rules
Portability Chart 2011
Safe Harbor 401(k) Plan Top Heavy Rules

In Plan Roth Rollover Rules
Safe Harbor 401(k) Plan Design Issue
In Plan Roth Rollover & Tax Issues

Participant – Level Disclosure Rules
2011 COLA Rules
Definitions of Compensation for 408(b) 2 Disclosure

Service Provider Fee Disclosure
Supreme Court Ruling In Fee Case
Back To Basics Record Retention

Focus On Fund Target Dates
Is It Time For A Self Audit
Diversification of Employer Securities

HEART ACT Clarifications
Black Out Period and Notice

Deadline For Depositing Deferrals
Safe Harbor 401(k) Notice
Successor Plan Rule

Introduction To Controlled Groups
An IRA Rollover Question
The ADP Test

Preview of Changes for 2010
2010 IRS Cost-of-Living Adjustments
Plan Expenses and Cost Cutting

Restatement & Ammendment Deadlines
New Non-spouse Rollover Issues
Roth IRA Conversion 2010

Ending a Non-elective Safe Harbor
Cross Testing Primer

Final Automatic Enrollment QACA

Suprememe Court Rules In Divorced Beneficiary Case
Penalty For Failing To Disclose Documents
Stopping A Matching Contribution

Interim Valuation of a Balance Forward Plan
Safe Harbor 401(k) Non-elective Contribution
Worker, Retiree & Employer Recovery Act of 2008

Qualified Retirement Plan Protection From Creditors
IRS Cost-of-Living Adjustments
Guidance on Missing Participants