7647 N. Fresno Street
Suite #102
Fresno, CA 93720-2578
Phone: 559-437-7070
Fax: 559-437-7071
   
         
 
   |  NEWSLETTERS  |
  2013 2010

  AUG - Cross Testing DEC - Plan Year-End 'To Do' List

  APR - When Good Loans Go Bad OCT - Record Retention

  FEB - Missing Participants AUG - Safe Harbor 401(k) Plan

  2012 JUN - Roth 401(k) FAQs

  DEC - Top 10 Failures 2009

  OCT - Surviving IRS-DOL Audits JUN - ERISA Fiduciary Responsibilities

  JUN - Fiduciary Fact or Fiction APR - Layoffs Can Result in Partial Plan Termination

  APR - Fee Disclosures 2008

  FEB - Service Crediting DEC - The Hidden Pension Trap

  2011 OCT - Timely Deposit of Plan Contributions

  DEC - Increasing 401(k) Participation AUG - EGTRRA Restatements

  OCT - Fee Disclosures JUN - Solving 401(k) Testing Problems

  AUG - Dealing with Terminated Participants APR - Top Heavy Rules May Impact Plan Design

  APR - QDRO - Qualified Domestic Relations Order MAR - Impact of Pension Protection Act

  FEB - Do You Know Who Your Employees Are? FEB - Understanding 401(k) ADP and ACP Testing

  JAN - Cash Balance Plans 2007

  DEC - Default Investment Rules & Auto Enrollment

  OCT - Compensation: Definitions and Applications

  AUG - Keeping Abreast of Plan Limitations

 
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