Quick, easy and relevant retirement plan news for your enjoyment and know-how.
TSC Translator – 2017 Year End Tips
- Bonding
- Compensation
- Ownership
- Contributions
- Deposit Timing
- Employee Census Information
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
TSC Translator – September 2017
- Top Heavy Test
- Enhanced Secure File Send
- Death Benefits
- Administrative Policies Not Governed by Plan Document
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
TSC Translator – Fall 2016
- Automatic Contribution Arrangements
- Attribution Rules
- Indirect Rollovers
- Retirement Plan Relief for Louisiana Flooding Victims
- Retirement Plan Audit Requirements
- Employe Notice Instructions
TSC Translator – Summer 2016
- Documentation Retention Requirements
- Discontinuation of Loan Payments
- Governmental Agency Audits
- Excluded Compensation
TSC Translator – 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
TSC Translator – Winter 2015
- Required Census Compensation
- Average Deferral Percentage (ADP) Test
- Top-Heavy Test
- Annual Census Reporting
TSC Translator – Summer 2015
- Eligibility vs. Allocation Conditions
- Fiduciary Investment Advice Rules
- Beneficiary Designation
TSC Translator – Spring 2015
- Form 8955-SSA
- Participant Disclosure Requirements (404a-5)
- Year-End Report
- Outstanding Loan Upon Participant Termination
TSC Translator – Winter 2014
- Plan Testing: Average Deferral Percentage, Average Contribution Percentage, and Top-Heavy
- Gross Compensation, Date of Entry (DOE) Compensation, Excluded Compensation
- Required Disclosures
TSC Translator – Fall 2014
- Required Minimum Distribution (RMD)
- Participant Disclosure by Email
- Secure File Send
- Accepting Rollover Contributions
TSC Translator – Summer 2014
- Retirement Plan Statistics
- Outside Trustee
- Participant Disclosure (404a-5)
- Secure Site
- Removing Terminated Participants
TSC Translator – Spring 2014
- Annual Census Worksheet Requirements
- TSC 401(k) Health Check
- Safe Harbor Contributions: Changes to Mid-Year Suspension Rules
- Cash Balance Plan
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
