|
Date |
Filename
|
Contents
|
|
|
|
2008 Sep/Oct
|
20080910APSRPN.PDF
|
Post-severance Compensation;
Partial Rollover Rules; Back to Basics: Blackout Period Notice;
Recent Developments
|
|
|
|
2008 May/Jun
|
20080506APSRPN.PDF
|
ERISA Disclosure Requirements;
Direct Rollover to a Roth IRA; QJSA Distributions: A Review;
Recent Developments
|
|
|
|
2008 Mar/Apr
|
20080304APSRPN.PDF
|
Automatic Enrollment for 2008;
Stretch IRA and Other Options for Spouse Beneficiaries;
Recent Developments
|
|
|
|
2007 Nov/Dec
|
20071112APSRPN.PDF
|
Safe Harbor 401(k) or QACA for 2008?;
Charitable Donation IRAs; Missed RMD Payments
|
|
|
|
2007 Sept/Oct
|
20070910APSRPN.PDF
|
Final Roth Distribution Regulations; Final
Roth Tracking Period and Reporting Rules
|
|
|
|
2007 Mar/Apr
|
20070304APSRPN.PDF
|
PPA Changes for 2007; Plan Statement Guidance from the DOL;
A Closer Look at Two PPA Changes
|
|
|
|
2006 Nov/Dec
|
20061112APSRPN.PDF
|
Pension Protection Act of 2006 (PPA'06); Form 5500 Update;
PPA Disclosure and Notices
|
|
|
|
2006 Sep/Oct
|
20060910APSRPN.PDF
|
Highlights of the EPCRS Changes; Eligibility
Rules Part I & II: Hours of Service & Elapsed Time
|
|
|
|
2006 May/Jun
|
20060506APSRPN.PDF
|
Proposed Regulations for Roth 401(k)
Distributions; Recap: Post-severance Compensation; A New Definition
of "Dependent"
|
|
|
|
2006 Mar/Apr
|
20060304APSRPN.PDF
|
Final Roth 401(k) Regulation Issued; Katrina
Distributions Impact Plan Nationwide
|
|
|
|
2005 Nov/Dec
|
20051112APSRPN.PDF
|
Required Minimum Distribution Rules; Circular 230:
Changes to Written Advice; IRS Proposes Electronic Communication Standards
|
|
|
|
2005 Sep/Oct
|
20050910APSRPN.PDF
|
Safe Harbor 401(k) Plan for 2006; Provide Plan
Documents in a Timely Manner; Using Severance Compensation for a Qualified Plan
|
|
|
|
2005 May/Jun
|
20050506APSRPN.PDF
|
Final 401(k) Regulations; Elective Deferrals for
Sole Proprietors and Partners; Coverage Testing and the Transition Rule;
|
|
|
|
|
2005 Mar/Apr |
20050304APSRPN.PDF
|
Satisfying Top-Heavy Requirements;
Three-legged Stool in Transition; All about RBDs
|
