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BPI newsletters
We strive to keep our clients abreast of legal and tax
changes that affect qualified plans.
2nd Quarter, 2005: Roth 401(k) Provisions, When Business Structures Change, USERRA and You
1st Quarter, 2005: New Federal Guidelines for Retirement Plans, Tax Credits for Employers and Employees, New Job Titles
Special Article from Richard L. Kaplan, CEO: Comparing the Advantages of Qualified Retirement Plans
to SEP-IRAs (Updated 3/1/05)
4th Quarter, 2004: Major Rule Change for Distributions, Safe Harbor 401(k) Design, 2005 Cost of Living Adjustments Released
3rd Quarter, 2004: Department of Labor Puts Sponsors on the Clock, Summertime Reviews, SPDs Provide Help for Sponsors
and Employees
2nd Quarter, 2004: Reducing Plan Expenses, Satisfy Your Fiduciary Responsibilities, Tax Credit for New Plans,
Online Resources at BPI
1st
Quarter, 2004: Plan Organization for the New Year, 401(k) and Defined Benefit Plans,
Power Up with Electronic Data, New Limits for the New Year
4th
Quarter, 2003: Section 125 and OTC Medication, Third Quarter Crunch, Legislative Quick Fix,
Unforseen Consequences
3rd
Quarter, 2003: Hot Topic - Investment Education, Cash Basis for Form 5500, Pension Bill Donnybrook,
"Delegating" Plan Fees
2nd
Quarter, 2003: Dave Barry on Pensions, Employees in Military Service, "Late" 401(k) Deposits,
Professional Money Managment, Credit Card Plan Loans
1st
Quarter, 2003: New 2003 Plan Limits, "New Comp" Regulations, 412(i) Plans,
Owner-employee 401(k) plans, Tax Credit Reminder
4th
Quarter, 2002: Cafeteria Plan Filing Requirements, Employee Deferral Provisions, EGTRRA Implementation,
E-Update
3rd
Quarter, 2002: EGTRRA Implementation, Employee Deferral Provisions, Enron-Inspired Pension Reform,
E-Update
2nd
Quarter, 2002: California EGTRRA, Time to Redesign, Tax Credits,
National 401(k) Day, E-Update
1st
Quarter, 2002: Qualified Plans vs. SEPs, One Person 401(k) Plans, Section 412(i) Plans,
Section 125 Cafeteria Plans, EGTRRA Update, E-Update
4th
Quarter, 2001: New 2002 Limits, New Comparability Final Regulations,
GUST and EGTRRA Updates, E-Update
3rd
Quarter, 2001: New Comparability, EGTRRA Planning Opportunities,
Fidelity Bonding and Electronic Data
2nd
Quarter, 2001: EGTRRA Overview, Key Provisions, Impact on
GUST Restatement, Planning Opportunities
1st
Quarter, 2001: Minimum Distribution Rule Changes, We've Moved,
Electronic Update
4th
Quarter, 2000: New 2001 Limits, "New Comp" Proposed Regulations,
GUST Update, Pension Bill, New 5500 Forms, E-Update
3rd
Quarter, 2000: GUST Restatement, "New Comparability" Update,
401(k) Testing, Defined Benefit Plans
2nd
Quarter, 2000: American Retirement Savings, 5500 Extension,
GUST Restatement Extension, New Comparability Update
1st
Quarter, 2000: Increased Dollar Limits, New Comp Under Scrutiny,
GUST Restatement, Better Electronic Communication
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