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A publication of Employer Resource Institute
Home | Retirement
 

Retirement

Subtopics:

401(k)

Back to Benefits & Leave
Complete Topic List


News Note: High Court to Review Stock Forfeiture Decision
July 2008
In the March 2008 issue of CEA, we reported that a California appeals court upheld an employee stock purchase plan that provided for the forfeiture of purchased stock if the employee terminated before two . . . more
Employee Benefits: U.S. Supreme Court Says Individuals Can Recover Damages for Mishandling of Retirement Accounts; Self-Protection Options for Employers
April 2008
In an important new development, the U.S. Supreme Court has unanimously ruled that when fiduciary misconduct diminishes the value of an individual account in a defined contribution plan, such as a 401(k), . . . more
News Notes: Pension Distribution/Rollover Notices May Need an Update
April 2008
When an employee is eligible for a rollover retirement plan distribution,the employer must provide the employee with written notice . . . more
News Notes: IRS Updates Retirement Plan Contribution Limits for 2008
December 2007
The IRS has released cost-of-living adjustments for various employee retirement plans, including 401(k), 403(b), and 457 plans, as well as profit-sharing, SIMPLE, and . . . more
News Notes: New Online Employee Benefits Compliance Assistance
December 2007
The U.S. Department of Labor's (DOL) Employee Benefits Security Administration (EBSA) has launched an interactive calculator available online at the DOL website, to help employers and . . . more
News Notes: New Rule on Stock Diversification Notice And Penalties
October 2007
The U.S. Department of Labor's Employee Benefits Security Administration has published a final rule clarifying the penalty that may be imposed on a pension plan administrator for not notifying participants and beneficiaries in writing of their . . . more
Bulletin: New IRS Guidance on PPA Released
March 2007
The Internal Revenue Service has issued a guidance, Notice 2007-07, clarifying various provisions of the 2006 Pension Protection Act (PPA) . . . more
401(k) Plan
401(k) Plan Customize this plan as needed for your particular workplace. . . . more
Profit-Sharing Plan
Profit-Sharing Plan A profit-sharing plan is a group incentive plan that includes all employees in an organization and that focuses on overall business unit profit (or a similar bottom-line financial goal). If you offer a profit-sharing plan, you can use this form as a guide in creating your own profit-sharing plan. . . . more
Retirement
Retirement This policy explains your retirement program to your employees. Being able to retire with security and peace of mind takes careful planning. Knowing when you can retire and where you will stand financially are important parts of that planning process. The financial security you will have in the future depends . . . more
News Note: IRS Announces 2007 Retirement Plan Contribution Limits
January 2007
The Internal Revenue Service has released cost-of-living adjustments for contributions to employee retirement plans, including . . . more
Retirement Plans: An Overview of the Pension Reform Act of 2006
October 2006
President Bush has signed the Pension Protection Act of 2006 into law, which overhauls pension funding rules, clarifies cash balance plan rules, encourages automatic enrollment in 401(k) plans, and mu . . . more
News Note: DOL Finalizes Form 5500 Electronic Filing Rule
October 2006
The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) has published a final regulation requiring pension plans to file Form 5500 annual reports electronically beginning with . . . more
News Note: IBM Wins Cash-Balance Pension Case
October 2006
The U.S. Court of Appeals for the Seventh Circuit has rejected a lawsuit charging that IBM's conversion from a traditional to a cash-balance pension plan violated . . . more
Bulletin: Congress Passes Massive Pension Reform Bill
September 2006
The U.S. Senate and House of Representatives have approved the Pension Protection Act of 2006. President Bush is expected to sign the measure, which is the most . . . more
News Note: DOL Updates Voluntary Fiduciary Compliance Program
June 2006
The Department of Labor has expanded and simplified its existing Voluntary Fiduciary Compliance Program (VFCP), which helps employers voluntarily correct violations in their employee benefit plans . . . more
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