 Benefits Advantage - Summer 2010 |
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| File Type: |
Adobe PDF Document |
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| Last Update: |
Tuesday, August 17, 2010 |
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| In this issue: Form 5500 Filing Update and Reminders; Reviewing Your 401(k) Plan Design; Safe Harbor Plan Notice--Watch the Timing; Benefits Notes: Retirement Assets Make a Recovery; Retirement Plan Stats |
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| Benefits Advantage - Spring 2010 |
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| File Type: |
Adobe PDF Document |
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| Last Update: |
Monday, April 26, 2010 |
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| In this issue: Check Fiduciary Liability Coverage; Choice of Financial Products: A Benefit for Clients and Financial Advisors; The Word is Savings; Small Plan Safe Harbor Rule Finalized;Benefits Notes: Summary Prospectus, Guidance on HEART Act Provisions, and 401(k) Participants Hang Tight |
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| Benefits Advantage - Winter 2010 plus 7-Day Safe Harbor Insert |
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| File Type: |
Adobe PDF Document |
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| Last Update: |
Wednesday, January 27, 2010 |
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| Take It to the Limit: Annual Contribution Limitations; Roth "Conversions"; New Section 402(f) Notices; Sharing Information Electronically; Updates and Reminders for the New Form 5500 EFAST2 Electronic Filing Process for 2010; Baden Retirement is on the Move: New Addresses for Fort Wayne and Indianapolis Offices; Benefit Notes: Amendments for Adding Automatic Enrollment; Special Insert: DOL Finalizes Rules for Depositing Participant Contributions Timely to Small Plans |
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| Benefits Advantage - Fall 2009 |
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| File Type: |
Adobe PDF Document |
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| Last Update: |
Friday, October 02, 2009 |
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| In this issue: Top Heavy Planning; Paying Expenses Out of Plan Assets; Non-spouse Rollovers -- A Reminder; The Current Economy and Employee Benefits; Prepare Now for Form 5500 E-Filing -- Start Now; and Benefit Notes: Appeal of Benefits Cards; Plan Eligibility |
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| Benefits Advantage - Summer 2009 |
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| File Type: |
Adobe PDF Document |
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| Last Update: |
Friday, July 10, 2009 |
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| In this issue: Big Change for 2009 Form 5500 Filings; Do You Need a Plan Audit?; Relief is Here for Suspending or Reducing Your Safe Harbor Plan Contributions; Plan Documents must be Restated for EGTRRA by April 30, 2010; Benefit Notes: Financing Retirement; Lump-sum Distribution Rollovers; Plan Eligibility |
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