Newsletters
If you wish to obtain older newsletters, please contact us at clientservices@retirewelltpa.com.
- 2024 FALL
“Why Does Your Company Need A Third-Party Administrator (TPA) For Its Retirement Plan?”
“Required Mailings: What Are They”
“Force-Outs”
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- 2024 SPRING
“Exceptions to the Automatic Enrollment Requirement of the SECURE 2.0 Act”
“Key Features of Defined Benefit Plans”
“Lessons for Plan Sponsors from the 2023 DOL Audit Quality Study”
“Why Are TPAs A Better Solution Than State-Mandated Plans?”
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- 2023 WINTER
“Significant SECURE 2.0 Act Changes to Retirement Plans Which Were Signed Into Law”
“The Department of Labor’s Voluntary Fiduciary Correction Program”
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- 2023 SUMMER
“Important SECURE 2.0 Act Modifications to Retirement Plans”
“Modifications to the Form 5500 Series”
“Modifications to the Voluntary Fiduciary Correction Program”
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- 2022 SUMMER
“Investment of ESG Funds Through Retirement Plans”
“SECURE ACT-Small Business Retirement Plan Startup Tax Credit”
“Important Upcoming Deadline”
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- 2021 WINTER
“Retirement Plan Washington Update”
“2021 Retirement Plan Limits”
“Jim Foote Joins RetireWell Administrators, Inc.”
“Meet the Operations Team”
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- 2021 SPRING
“Deadline for Filing 2020 Form 5500 Approaching”
“Expense and Revenue Sharing Allocation Issues in Connection With Retirement Plans”
“A Summary of the Controlled Group of Employers Rules”
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- 2020 SPRING: Special Notice
“The COVID-19 Crisis Raises Significant Issues for 401k Plan Sponsors”
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- 2019 SPRING
“Practical Considerations in Drafting an Indemnification Agreement for an ERISA Retirement Plan Fiduciary”
“RetireWell Rolls Out Retirement Plan HR Services”
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- 2018 FALL
“Winners and Losers Now that the Original DOL Investment Advice Fiduciary Regulations Are Back in Effect”
“ERISA’s Fidelity Bond Requirements”
“The Top-Heavy Rules for Defined Contribution Retirement Plans”
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- 2018 SPRING
“DOL Will not Enforce Its New Fiduciary Regulation Pending Review After Federal Appeals Court Strikes the Rule Down”
“Congress changes Rules Concerning Hardship Distributions”
“Retirement Plan Law Changes Made by the Tax Cuts and Jobs Act”
“Why Can’t Part-time Employees Be Excluded From 401(k) Retirement Plans as a Class?”
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- 2017 FALL
“The Status of the New DOL Fiduciary Regulations and How Plan Sponsors and Plan Fiduciaries Should Respond to Them”
“New Proposed Treasury Regulations that Permit More Flexibility With the Use of Forfeitures”
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- 2017 SPRING
“What an Employer Can Do to Avoid 401k Nondiscrimination Testing Failures”
“Protecting a Plan Fiduciary Through Obtaining Insurance Coverage”
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