Newsletter

At Pension Strategies, we believe that it is important for us to communicate with our clients about important issues in the qualified plan area that might interest them or affect their plans.

We found that sometimes there is misinformation in the press or there is just too much information to figure out what is relevant so we decided to write our own monthly newsletter.

We make it very concise to give you what you need to know and you always have the option of contacting us for more information.

Newsletter Archive

• 2017-01 Financial New Year
• 2016-12 Making a Case for Teamwork
• 2016-11 Contribution and Benefit Limits
• 2016-10 Beneficiary Designation Form
• 2016-09 Late Deposits
• 2016-08 Defining Employee Plan Partcipants
• 2016-06 DOL Fiduciary Regulations
• 2016-05 DOL Fiduciary Regulations
• 2016-04 New 401(k) Participants
• 2016-03 Where do I deduct
• 2016-02 Automatic Enrollment
• 2016-01 Financial Resolutions
• 2015-12 Payroll and TPA Integration
• 2015-11 Year-End Tax Planning
• 2015-10 Electronic Filing
• 2015-09 Financial Planners
• 2015-08 Sponsor a Plan
• 2015-07 Fiduciary Rules
• 2015-06 ERISA Bonds
• 2015-05 Delinquent Form 5500s
• 2015-04 ADP Planning
• 2015-03 Establishing a 401k
• 2015-02 Paperless Mail Delivery
• 2015-01 Refocus and Recharge
• 2014-12 Beneficiary Designation Form
• 2014-11 Late 401(k) Deposits
• 2014-10 How Long Is Permanent
• 2014-09 IRSDOL Radar Screen
• 2014-08 IRSDOL Radar Screen
• 2014-07 IRSDOL Radar Screen
• 2014-06 IRSDOL Radar Screen
• 2014-05 Review ERISA Bonds
• 2014-04 Review ERISA Bonds
• 2014-03 Review ERISA Bonds
• 2014-02 Lost Participants can Increase Costs
• 2014-01 Business Changes B
• 2013-12 Non-Conforming Plan Assets
• 2013-11 Safe Harbor 401(k) Plans
• 2013-10 The Comeback of Cash Balance Plans
• 2013-09 Evaluating 401(k) Plan Fees
• 2013-08 Plan Design Matters
• 2013-07 Non-Traditional Plan Investments
• 2013-06 Safeguarding Annual Returns
• 2013-05 Feeling Secure about Retirement
• 2013-04 ADP Planning
• 2013-03 ADP Test Strategies
• 2013-02 IRSDOL Radar Screen
• 2013-01 Adopting a new Qualified Plan
• 2012-12 Adopting a new Qualified Plan
• 2012-11 Review ERISA Bonds
• 2012-10 Review ERISA Bonds
• 2012-09 Review ERISA Bonds

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Article Archive

• Legislation provides Funding Relief for Defined Benefit Plans (pdf)