KSL Retirement Plan Services
401(k) Plan Description
Annual TPA Fees
Plan Audit Requirements
Fidelity Bond Requirements
Payroll Data Exchange
Downloadable Forms
Retirement Services Professional:
Melissa Petruzzi-Miller
Direct Dial: (412)753-1052
Direct Fax: (412)753-1053
E-mail: mmiller@kslassociates.com
Virtual Contact File (.vcf) Retirement Plan Newsletters
January/February 2003 Prototype and Volume Submitter Plans Receive Extension Of GUST Restatement Deadline; Distribution Documentation RulesMarch/April 2003 Defined Benefit Plans Return; Catch Up Contributions Enable Participants To Feather Their Nest Egg; IRS Issues Final Loan Regulations
July/August 2003 Beneficiary Options As Of 2003; USERRA Retirement Rules
November/December 2003 Is 2004 The Year To Consider Using A 401(k) Safe Harbor?; Average Deferral Percentage Test
January/February 2004 Locating Missing Participants For A Defined Contribution Plan; Average Deferral Percentage Test - Part Two
March/April 2004 Elective Deferral Deposit Deadline; Participant Loan Rules For Military Personnel Clarified; Coverage Testing, Part One
July/August 2004 Automatic Rollovers May Ease Missing Participant Problems; Pension Fundijng Equity Act of 2004; IRS Attacks Insurance Policy Abuse In Pension Plans; EGTRRA Restatements Are Coming - But Not Quite Yet!
January/February 2005 Final Rules for Automatic Rollovers; IRS and Social Security Cost of Living Adjustments; DOL Guidance on Missing Participants
March/April 2005 Satisfying Top Heavy Requirements; The Three-Legged Stool in Transition; All About RBD's
July/August 2005 Bankruptcy and Retirement Plans in 2005; Proposed Roth 401(k) Regulations
November/December 2005 Required Minimum Distribution Rules; Circular 230: Changes to Written Advice; IRS Proposes Electronic Communication Standards
January/February 2006 Final 401(k) Regulations Effective in 2006; IRS and Social Security Cost-of-Living Adjustments; Roth 401(k) Basics
March/April 2006 Final Roth 401(k) Regulations Issue; Katrina Distributions Impact Plans Nationwide
July/August 2006Federal Tax Witholding on Retirement Plan Distributions; Review of Distribution Notices; Medical Expense Hardship Distributions