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