ARS NEWSLETTER ARCHIVE

   Volume 7, Issue 3 ..........  December 2007
    > Crediting Annual Additions
    > Final Post-Severance Pay Deadlines
    > Is The Time Right To Adopt A Cash Balance Plan?

   Volume 7, Issue 2 ..........  June 2007
    > Who Are You Going to Call to Fix Your Plan?
    > Military Service and Reemployment
    > How Leased Employees Affect Your Retirement Plan

   Volume 7, Issue 1 ..........  January 2007
    > Pension Protection Act Automatic Enrollment Rules
    > Pension Protection Act of 2006
    > New Post-Severance Pay Rules
    > Roth Contribution Reporting

   Volume 6, Issue 2 ..........  December 2005
    > ARS is Your Firm's Chief Retirement Officer
    > Are You Ready to Add Roth 401(k) to Your Plan?
    > The Time is Right to Amend Your Plan to be a Safe Harbor 401(k)

   Volume 6, Issue 1 ..........  February 2005
    > Creative Plan Design Ideas for 2005
    > 2005 Plan Limits
    > Beneficiary Forms
    > Cash Out Provisions Change to Automatic Rollover -
       Time to Amend Your Retirement Plan

   Volume 5, Issue 1 ..........  July 2004
    > What All 401(k) Plan Sponsors Should Know

    Volume 4, Issue 1 ..........  August 2003
    > Do Your Plan Provisions Meet Your Retirement Needs
    > 2003 Limits

  Volume 3, Issue 2 ..........  June 2002
    > Contribution Deposit Rules
    > New Top Heavy Testing Procedures
    > Automatic Rollover of Cash Out Distributions
    > Employer Administrative Expense Tax Credit

  Volume 3, Issue 1 ..........  February 2002
    > Plan Changes for 2002
    > IRS Issues Catch-up Contribution Guidance
    > Document Restatement Update
    > Notice to Employees Regarding Saver’s Credit
    > Catch-Up Contribution Enrollment/Change Form

  Volume 2, Issue 3 ..........  August 2001
    > Economic Growth & Tax Relief Reconciliation Act of 2001
    > GUST Remedial Amendment Period Extended

  Volume 2, Issue 2 ..........   April 2001
     > IRS proposed regulation for simplified minimum distributions rules
     > Summary Plan Description rules
     > Flip Flop method defined benefit/money purchase plans
     > New minimum distribution table
     > Why it’s important to make timely deposits of your
        employee 401(k) contributions
     > A great way to boost employee morale

  Volume 2, Issue 1 ..........  January 2001
     > New comparability regulations issued by the Treasury Department
     > New rules reflect loosening of change-in-status guidance for cafeteria plans
     > IRS issues final, proposed rules on loans from qualified employer plans
     > Cost of living adjustments 
     > Reporting qualified retirement plan distributions, Who’s filing yours?

  Volume 1, Issue 2 ..........  .September 2000
     > What qualifies as a hardship distribution?
     > New Safe Harbor rules:  IRS improves guidance
     > Record number of discrimination test failures for 1999
     > Cross-tested “New Comparability” plans 

  Volume 1, Issue 1 ..........  April 2000
     > Time to restate your retirement plan
     > The evolution of the 401(k) plan
     > When employee contributions become plan assets
     > Form 5500 update
     > 1999 & 2000 Cost of living adjustments
     > Cafeteria/ Section 125 plans
     > Automatic deferral plan