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These newsletters allow effective communication by providing both sponsors and participants with authoritative information and education.

MAY / JUNE 2011
Rollover portability rules - Portability chart as of 2011
Safe Harbor 401(k) plan top-heavy rules

MARCH / APRIL 2011
In-plan Roth rollover rules - Safe harbor 401(k) plan design issue
In-plan Roth rollover and tax issues

JANUARY / FEBRUARY 2011
Participant-level disclosure rules - 2011 COLA limits
Definition of compensation for 408(b)(2) disclosure

NOVEMBER / DECEMBER 2010
Service provider fee disclosure - Supreme Court ruling in fee case
Back-to-basics: Record retention

SEPTEMBER / OCTOBER 2010
Focus on target date funds - Is it time for a self-audit?
Diversification of employer securities

JULY / AUGUST 2010
The Heroes Earnings Assistance and Relief Act of 2008 guidance
The Age 55 exception to the early withdrawal penalty
Blackout period and notice rules

MAY / JUNE 2010
Deferral deadline information - Safe harbor notice explanation
Successor plan rule

MAR / APR 2010
Introduction to controlled groups - IRA rollover question
Back to basics: The ADP Test

JAN / FEB 2010
Preview of changes for 2010 - 2010 IRS cost-of-living adjustments
Plan expenses and cost cutting

NOV / DEC 2009
Restatement and amendment deadlines - New nonspouse beneficiary rollover rules - Roth IRA conversion in 2010