Baden Retirement Plan Services
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2/2/2012

Delay in Fee Disclosure Effective Dates

Today, February 2, 2012, the US Department of Labor and the Employee Benefits Security Administration issued the "Final Regulation Relating to Service Provider Disclosures Under Section 408(b)(2)".
1/18/2012

Retirement Plan Advisers Benefits to Plan Sponsors

PlanSponsor.com has posted a summary of a study conducted by the Retirement Advisor Council that "found partnering with a professional retirement plan adviser offers benefits for plan sponsors."
1/10/2012

New VP -Jim Racine

Baden Retirement Plan Services, a leading independent third party employer-sponsored retirement plan administration firm, is pleased to announce James D. Racine has joined the company as Vice President responsible for day-to-day operations and growth of the business.
12/28/2011

403(b) Plan Sponsors-Year End Considerations

PlanSponsor.com recently posted year end considerations for 403(b) plan sponsors. Some major considerations relate to the plan document and filing of the DOL's Form 8955-SSA.
12/5/2011

403(b) Plans and the Form 8955-SSA

SunGardRelius has posted a Q & A on its website with recently released guidance from the IRS that clarifies several issues for 403(b) plans.
11/4/2011

Key Questions for End of Year Plan Review

The 4th quarter of the year is a good time for financial advisors and retirement plan sponsors to review the plan's design to see if any changes might be required.
10/20/2011

COLAs for 2012 Announced by IRS

The IRS has announced cost of living adjustments (COLAs) affecting dollar limitations for pension plans and other retirement-related items for Tax Year 2012.
10/10/2011

Participant Fee Disclosure-Q & As

Two helpful Question & Answers (Q&A) Technical Update columns are now available on the SunGardRelius website: "DOL Broadens Electronic Participant Fee Disclosure" and "Quarterly Benefit Statement and the Partcipant Fee Disclosure Regulations."
9/16/2011

Hurrican Irene: Form 5500 Relief

"The Internal Revenue Service (IRS) has issued an extension for plan sponsors impacted by Hurricane Irene to file the annual Form 5500 for their retirement and welfare benefit plans," according to an article posted at Plansponsor.com on September 15, 2011.
9/9/2011

Plan Design for Safe Harbor 401(k)

A helpful Q & A has been posted by SunGardRelius on plan design considerations for a safe harbor 401(k).
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