Quick, easy and relevant retirement plan news for your enjoyment and know-how.
Fall/Winter 2013
- Highly Compensated Employees (HCEs)/li>
- Non-Highly Compensated Employees (NHCEs)
- Key Employees
- Average Deferral Percentage (ADP) Test
- Top-Heavy Test
- Defense of Marriage Act
- Secure Site
- Sole Proprietorship and Partnership Entities Compensation
Winter 2013
- Secure Site
- Non-U.S. Citizens/Nonresident Alien/U.S. Source Income
- Beneficiary Designation Forms
- Leased Employees
Spring 2013
- Employee Notice
- Distribution Services
- In-Plan Roth Conversions
- Excluded Compensation
Winter 2012
- Compensation Definitions
- Form 8955-SSA
- New Client Contact
- TSC Secure Plan Access Website
- Year-End Request Packages (YERP)
Fall 2012
- Qualified Domestic Relations Order (QDRO)
- Missing Participants
- Disqualified Plans
Summer 2012
- Paper Trail
- Controlled Group
- SOC 2 Report
- Missed Loan Payments
- Service Provider Disclosure 408(b)(2)
- Participant Disclosure 404(a)
Spring 2012
- ADP Test vs. Top-Heavy Test
- Service Provider Disclosure 408(b)(2)
- Participant Disclosure 404(a)
- Resolutions Signature(s)
- TSC Secure Site
Winter 2011
- Discontinuation of Form 8109-B Coupons
- Year-End Request Packages
- Compensation Definitions
- Uniformed Services for Employment and Reemployment Rights Act of 1994 (USERRA)
- In-Plan Roth Conversion
Fall 2011
- In-Service vs. Hardship Withdrawals
- Outside Trustee
- Mergers and Acquisitions
- Capitol Hill Update
Summer 2011
- Form 8955-SSA
- Leased Employees
- TSC Health Check
- Participant Notices
Spring 2011
- Top Paid Group
- ADP Excess Contributions
- Deposit Timing Regulations
Winter 2010
Fall 2010
- Form 5500
- Secure Site Access
- Highly Compensated Employee (HCE)
- Key Employee
- Restatement of Defined Benefit Pension Plans
- Required Minimum Distributions(RMD)
Summer 2010
- Lifetime Income Disclosure Act
- Form 5500 Procedures
- Rehired Employees
- Rollovers
- Payroll Partnerships
Spring 2010
- Deposit Timing
- 401(k) Health Check
- TSC Statement of Auditing Standard (SAS) 70
- TSC Secure Plan Access Website
- Employment Contracts vs. Qualified Plan Requirements
Fall 2009
Summer 2009
March/April 2009
January/February 2009
November/December 2008
September/October 2008
July/August 2008
May/June 2008
Mar/Apr 2008
Jan/Feb 2008
