How to Survive a Visit from the IRS or DOL Articles 10/4/2013 11:23:00 AM In this issue: Introduction What Are They Looking for, Anyway? Department of Labor Internal Revenue Service Why Me? What Should You Do When You Receive an Audit Notice? ... Read More
How Do You Spell Relief? E-P-C-R-S Articles 10/4/2013 11:18:00 AM body, td, p, li {font-family: verdana, Arial, sans-serif; font-size: 11px;} .copyright {font-size: 9px; text-align: center;} #news-table-border { border-collapse:collapse; margin-left: auto; margin-right: auto; ... Read More
Cross-Testing: The Right Tool for Many Jobs Articles 8/4/2013 11:19:00 AM body, td, p {font-family: arial; font-size: 11pt;} .disclaimer {font-family: arial; font-size: 10pt;} ul {font-family: Arial; font-size: 11pt;} ul.index {font-family: Arial; font-size: 10pt; list-style-ty... Read More
Under Control or Out of Control Articles 6/4/2013 11:20:00 AM body, td, p {font-family: arial; font-size: 11pt;} .disclaimer {font-family: arial; font-size: 10pt;} ul {font-family: Arial; font-size: 11pt;} ul.index {font-family: Arial; font-size: 10pt; list-style-ty... Read More
When Good Loans Go Bad Articles 4/4/2013 11:21:00 AM In this issue: Introduction Background Going to the Dark Side Default Cure Period Deemed Distribution Offset Examples of Good Loans Gone Bad Loans Not... Read More
Don't let Missing Participants and Small Balances become a Big Problem Articles 2/4/2013 11:22:00 AM In this issue: Introduction Forcing Distribution of Small Balances What if the Participant's Account Balance includes Rollovers? Check the Plan Document What about Large Balances? What if the Plan ... Read More
New Roth Opportunity for 401(k) Plans per Fiscal Cliff Deal News 1/10/2013 6:47:00 AM New Roth Opportunity for 401(k) Plans per Fiscal Cliff DealJanuary 10, 2013More plan participants may now take advantage of Roth provisions under the new arrangement The recently passed fiscal cliff deal (officially known as the American Taxpayer Relief Act of 2012) includes a new rule that all... Read More
The IRS Meets Letterman Articles 12/4/2012 11:22:00 AM In this issue: Introduction Failure to timely adopt amendments required by tax law changes Failure to follow the plan's definition of compensation when determining benefits Failure t... Read More
Hurricane Sandy: Department of Labor Important Compliance Guidelines News 11/30/2012 6:47:00 AM Hurricane Sandy: Department of Labor Important Compliance GuidelinesNovember 30, 2012P&A Group extends its deepest sympathy and concern for those affected by Hurricane Sandy. Please know that our thoughts are with you, your family and your co-workers. We can appreciate that your company&rsq... Read More
Top Heavy Impact on 401(k) Plans Articles 8/4/2012 11:24:00 AM body, td, p {font-family: arial; font-size: 11pt;} .disclaimer {font-family: arial; font-size: 10pt;} ul {font-family: Arial; font-size: 11pt;} ul.index {font-family: Arial; font-size: 10pt; list-style-ty... Read More