What's New

• Thursday, January 21, 2010

  The RESOURCE - Welcome to 2010!

  Featured articles in this newsletter:

   
  Electronic 5500 filing - EFAST2 – The Department of Labor is requiring that all 2009 plan year filings due after 12/31/2009 be submitted to them electronically under a program they call EFAST2. Click here to learn more about electronic filing. 
   
  Other Changes to the 2009 Form 5500 – Click here to view a list of other Form 5500 changes.
   
  Changes to Distribution Processing - New versions of the Special Tax Notice were published in late 2009 for delivery to all participants requesting distributions in 2010. Click here to download the new notices.
   
  Click here to download the complete version of The Resource.

• Thursday, December 10, 2009

  Partial Plan Terminations

  Did your company significantly reduce its workforce during the year?  If so, terminated partcipants may be 100% vested. 
   
  Click here to see if your plan is partially terminated.

• Wednesday, December 02, 2009

  Top Heavy Plan Information Sheet

  Do you know what top-heavy means? Is your plan top-heavy? If it is, check here to see how top-heavy can effect your plan and contribution requirements.

  Click here to view the full article.