TSC Translator Newsletters

Quick, easy and relevant retirement plan news for your enjoyment and know-how.

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TSC Translator – October 2017

  • Fidelity Bonds & Fiduciary Insurance
  • Annual Employee Notices
  • Upcoming Changes to IRS’s Pre-approved Document Program
  • Update on DOL’s Fiduciary Rule

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TSC Translator – September 2017

  • Top Heavy Test
  • Enhanced Secure File Send
  • Death Benefits
  • Administrative Policies Not Governed by Plan Document

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TSC Translator – June 2017

  • Fiduciary Rule Update
  • Forfeitures for SH
  • IRS Audit
  • HDSP Documentation Requirements
  • Payroll Partnerships
  • 403(b) Restatement

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TSC Translator – Year-End Tips

  • Employee Census Information
  • Compensation
  • Ownership
  • Deposit Timing
  • Bonding

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Fall 2016


  • Automatic Contribution Arrangements
  • Attribution Rules
  • Indirect Rollovers
  • Retirement Plan Relief for Louisiana Flooding Victims
  • Retirement Plan Audit Requirements
  • Employe Notice Instructions

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Summer 2016


  • Documentation Retention Requirements
  • Discontinuation of Loan Payments
  • Governmental Agency Audits
  • Excluded Compensation

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Spring 2016


  • American’s Path to Retirement
  • TPA Definition
  • Fiduciary Rule
  • Proposed Cross-Testing Rule
  • Mid-Year Amendments to Safe Harbor Plan
  • Business Mergers and Acquisitions

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Winter 2015


  • Required Census Compensation
  • Average Deferral Percentage (ADP) Test
  • Top-Heavy Test
  • Annual Census Reporting

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Summer 2015


  • Eligibility vs. Allocation Conditions
  • Fiduciary Investment Advice Rules
  • Beneficiary Designation

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Spring 2015


  • Form 8955-SSA
  • Participant Disclosure Requirements (404a-5)
  • Year-End Report
  • Outstanding Loan Upon Participant Termination

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Winter 2014


  • Plan Testing: Average Deferral Percentage, Average Contribution Percentage, and Top-Heavy
  • Gross Compensation, Date of Entry (DOE) Compensation, Excluded Compensation
  • Required Disclosures

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Fall 2014


  • Required Minimum Distribution (RMD)
  • Participant Disclosure by Email
  • Secure File Send
  • Accepting Rollover Contributions

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Summer 2014


  • Retirement Plan Statistics
  • Outside Trustee
  • Participant Disclosure (404a-5)
  • Secure Site
  • Removing Terminated Participants

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Spring 2014


  • Annual Census Worksheet Requirements
  • TSC 401(k) Health Check
  • Safe Harbor Contributions: Changes to Mid-Year Suspension Rules
  • Cash Balance Plan

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