Please check below for the most recent changes regarding your plan.

06/05/10 - IRS Sends Out 401(k) Compliance Questionnaire

02/01/10 - EFAST2 instructions for Obtaining SIGNER Credentials

01/14/10 - Proposed DOL 7-Day Safe Harbor Rule Made Final

10/05/09 - Required Electronic Filing for 2009!

01/14/09 - 2009 Required Minimum Distribution Rules Changes

12/05/08 - Official US Dept. of Labor Bulletin on Bonding Requirements

12/01/08 - EGTRRA Plan Restatement Time is Upon Us

03/14/08 - New Safe Harbor for Depositing Participant Salary Deferrals

01/31/08 - Plan Funds Rollover Chart (what IRS regards as permissable when rolling over funds from one type of retirement account to another.

12/12/07 - 415 Amendments

08/18/07 - New Audit Program for Pre-Approved Plans

10/20/06 - Pension Protection Act of 2006

12/05/05 - ROTH 401 (k) F.A.Q.'s

12/05/05 - For the Employer: Should I add the Roth 401(k) to our 401(k) Plan?

03/14/05 - IRS Clarifies Time to Amend Plans for New Automatic Rollover Requirements

12/10/04 - DOL Issues Final Regulations Regarding Involuntary Rollovers

12/10/04 - 2005 Changes Regarding Plan Expense Allocations