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The experts in the Benefits Group Services Group often author articles for publication. These articles have appeared in either national magazines or RubinBrown newsletters.
January 11, 2009 Focus On Benefits: Worker, Retiree, and Employer Recovery Act of 2008 This edition includes an overview of recent laws and notices that impact retirement plans, along with an update on pending regulations that should soon be issued in final format... October 20, 2008
Focus On Benefits: Key Plan Limits for 2009
The IRS has announced cost-of-living adjustments for pension and other retirement plans, as shown in the table below. Note that the annual compensation limit for determining contribution allocations is increased from $230,000 to $245,000 for plan years ... August 21, 2008
Focus on Benefits: HEART Act Impacts Retirement Plans
The Heroes Earnings Assistance and Relief Tax (HEART) Act was enacted in June. It provides new benefits to military personnel while extending other benefits that had expired. Some of ... March 11, 2008
We have compiled a summary of recent benefit plan changes and updates , including: Safe Harbor Guidelines for Salary Deferral Deposits, Responsibility for Deposit Oversight, Rollovers to Roth IRAs and Partial Plan Terminations ...
November 16, 2007
A small number of states, including Rhode Island and Connecticut, have laws requiring certain employers to sponsor a cafeteria plan so that employees can pay their share of group health premiums on a pre-tax basis. In June, Missouri enacted its own cafeteria plan mandate...
October 19, 2007
March 2, 2007
Important Changes for Participant Benefit Statements The 2006 Pension Protection Act (PPA) includes expanded participant statement requirements for defined benefit and defined contribution plans. Plan sponsors must make a "good faith" effort to comply with the Act’s requirements. We recommend that plan...
October 1, 2006
Key Plan Limits for 2007 The IRS has announced cost-of-living adjustments for pension and other retirement plans, as shown in the table below. Note that the annual compensation limit for determining contribution allocations is increased from $220,000 to $225,000 for plan years...
June 1, 2006
Focus On Benefits: Your Retirement Plan and “Part-Time” Employees Much of the growth in the labor market is a result of an increase in part-time employment. This includes permanent part-time employees, seasonal workers, and temporary workers. At the same time, many 401(k) and other plans are eschewing the traditional...
January 1, 2006
Focus On Benefits: IRS Finalized Rules for Roth Accounts IRS Finalized Rules for Roth Accounts On December 30, 2005, with only hours to spare, the Internal Revenue Service issued final regulations outlining rules for implementing Roth provisions in 401(k) plans. A 401(k) plan may allow participants to make...
October 1, 2005
Focus On Benefits: Key Plan Limits for 2006 The IRS has announced cost-of-living adjustments for pension and other retirement plans. The adjustments include an increase in the annual compensation limit that can be used in calculating participant contributions. ...
May 1, 2005
Focus On Benefits: New Bankruptcy Law Expands Protections to Retirement Savings New Bankruptcy Law Expands Protections to Retirement Savings The Bankruptcy Abuse and Prevention and Consumer Protection Act (BAPCA) of 2005 was signed into law on April 20, 2005. The Act provides broad protections for tax-exempt retirement funds....
May 1, 2005
Focus On Benefits: Treasury Modifies Cafeteria Plan “Use-It-Or-Lose-It” Rule — Use It, Use It Some More, and Then Lose It Treasury Modifies Cafeteria Plan “Use-It-Or-Lose-It” Rule — Use It, Use It Some More, and Then Lose It IRS Notice 2005-42 includes a pleasant surprise for those who participate in company cafeteria plans with flexible spending arrangements. Companies...
April 1, 2005
Focus On Benefits: Coming Soon - The Roth Arrangement Whether to pay taxes now or at retirement …that is the question for 2006! Starting next year, 401(k) and 403(b) plans may provide their participants with the opportunity to designate all or a part of their salary deferral contributions as Roth... Horizons Articles
August 2007
March 2007
401(k) Lawsuits – What You Don’t Know Can Hurt You A St. Louis law firm launched a surprise attack on 9/11 of last year. The firm filed a series of class action lawsuits, alleging that 401(k) plan sponsors had breached their fiduciary duties. The common thread among the suits is that plan sponsors failed...
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Visit the Resource Center to access past issues of Horizons Magazine as well as a variety of other articles and topics of interest. |
