Newsletters

We here at Retirement Strategies, Inc. feel that an informed client is our best customer. We know that there is a lot of information on the Internet and it can be tough to determine what is valuable. That is why we have selected the following articles for you to view.

  • Participant Fee Disclosure Requirements for Individual Account Plans
    October 2011
  • Should They Stay or Should They Go: Dealing with Terminated Participants
    August 2011
  • Fiduciary Liability for Participant-Directed Plans
    June 2011
  • Don't Let the QDRO be Worse than the Marriage
    March 2011
  • Do You Know Who Your Employees Are?
    February 2011
  • Cash Balance Plans 2011
    January 2011
  • Plan Year-End "To Do" List
    December 2010
  • Record Retention
    October 2010
  • Safe Harbor 401(k) Plan Offers Many Advantages
    August 2010
  • Roth 401(k) FAQs
    June 2010
  • When Should the Check be in the Mail?
    April 2010
  • Participants are on a need to know basis....and they need to know
    February 2010
  • Mandatory Electronic Filing Applies to Form 5500 Soon!
    December 2009
  • Coping with the Impact of the Pension Protection ACt
    November 2009
  • Voluntary Corrections for Qualified Plans
    October 2009
  • Plan Distributions Are on the Rise
    August 2009
  • ERISA Fiduciary Responsibilities
    June 2009
  • Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting
    April 2009
  • The Hidden Pension Trap--The Aggregation Rules
    December 2008
  • Timely Deposit of Plan Contributions
    October 2008
  • EGTRRA Restatements...the time has come
    August 2008
  • Solving 401(k) Testing Problems With New Design Options
    June 2008
  • Top Heavy Rules May Impact Plan Design
    April 2008
  • Understanding 401(k) ADP and ACP Testing
    February 2008
  • Default Investment Rules to Facilitate Auto Enrollment
    December 2007
  • Keeping Abreast of Plan Limitations
    August 2007
  • Keeping Up to Date with Form 5500 Requirements
    June 2007
  • New Life for Defined Benefit and Cash Balance Plans
    May 207
  • The Prudent 401(k) Fiduciary
    April 2007
  • Plan Compliance Update for 2007
    February 2007
  • Participant Cruise Control: Automatic Enrollment
    December 2006
  • Pension Protection Act of 2006 Reinforces Private Pension System
    October 2006
  • Retirement Plan Coverage for Part-Time Employees
    August 2006
  • Hardship Distributions Provide Valuable Option
    June 2006
  • Responsibilities of a Plan Sponsor
    April 2006