Quick, easy and relevant retirement plan news for your enjoyment and know-how.
TSC Translator – June 2017
- Fiduciary Rule Update
- Forfeitures for SH
- IRS Audit
- HDSP Documentation Requirements
- Payroll Partnerships
- 403(b) Restatement
TSC Translator – Year-End Tips
- Employee Census Information
- Compensation
- Ownership
- Deposit Timing
- Bonding
Fall 2016
- Automatic Contribution Arrangements
- Attribution Rules
- Indirect Rollovers
- Retirement Plan Relief for Louisiana Flooding Victims
- Retirement Plan Audit Requirements
- Employe Notice Instructions
Summer 2016
- Documentation Retention Requirements
- Discontinuation of Loan Payments
- Governmental Agency Audits
- Excluded Compensation
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
Winter 2015
- Required Census Compensation
- Average Deferral Percentage (ADP) Test
- Top-Heavy Test
- Annual Census Reporting
Summer 2015
- Eligibility vs. Allocation Conditions
- Fiduciary Investment Advice Rules
- Beneficiary Designation
Spring 2015
- Form 8955-SSA
- Participant Disclosure Requirements (404a-5)
- Year-End Report
- Outstanding Loan Upon Participant Termination
Winter 2014
- Plan Testing: Average Deferral Percentage, Average Contribution Percentage, and Top-Heavy
- Gross Compensation, Date of Entry (DOE) Compensation, Excluded Compensation
- Required Disclosures
Fall 2014
- Required Minimum Distribution (RMD)
- Participant Disclosure by Email
- Secure File Send
- Accepting Rollover Contributions
Summer 2014
- Retirement Plan Statistics
- Outside Trustee
- Participant Disclosure (404a-5)
- Secure Site
- Removing Terminated Participants
Spring 2014
- Annual Census Worksheet Requirements
- TSC 401(k) Health Check
- Safe Harbor Contributions: Changes to Mid-Year Suspension Rules
- Cash Balance Plan
