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February 2012: Crediting Service for Eligibility and Vesting 
December 2011: Increasing 401(k) Participation
October 2011: Participant Fee Disclosure Requirements for Individual Account Plans
August 2011: Should They Stay or Should They Go: Dealing with
Terminated Participants
June 2011: Fiduciary Liability for Participant-Directed Plans
April 2011: Don't let the QDRO Be Worse Than the Marriage
February 2011: Do You Know Who
Your Employees Are?
January 2011: Cash Balance Plans 101
December 2010: Plan Year-End 'To Do' List
October 2010: Record Retention
August 2010: Safe Harbor 401(k) Plan Offers Many Advantages
April 2010: When Should the Check be in the Mail?
February 2010: Participants are on a Need to Know Basis...and They Need to Know
December 2009: Mandatory Electronic Filing Applies to Form 5500 Soon!
October 2009: Voluntary Corrections for Qualified Plans
August 2009: Plan Distributions are on the Rise
June 2009: ERISA Fiduciary Responsibilities
April 2009: “Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting”
February 2009: Payment Options for Plan Expenses
December 2008: The Hidden Pension Trap - The Aggregation Rules
October 2008: Timely Deposit of Plan Contributions
August 2008: EGTRRA Restatements… The time has come
June 2008: Solving 401(k) Testing Problems With New Design Options
April 2008: Top Heavy Rules May Impact Plan Design
March 2008, special edition: The Impact of the Pension Protection Act on
Defined Benefit Plans
February 2008: Understanding 401(k)
ADP and ACP Testing
December 2007: Default Investment Rules
Facilitate Auto Enrollment
October 2007 Compensation: Definitions and Applications
August 2007 Keeping Abreast of Plan Limitations
June 2007 New Life for Defined Benefit and Cash Balance Plans
April 2007 The Prudent 401(k) Fiduciary
February 2007 Plan Compliance Update for 2007
December 2006 Participant Cruise Control: Automatic Enrollment
October 2006 Pension Protection Act of 2006 Reinforces Private Pension System
August 2006 Retirement Plan Coverage for Part-Time Employees
June 2006 Hardship Distributions
Provide Valuable Option
April 2006 Military Leave Rules
for Retirement Plans
February 2006 Responsibilities of a Plan Sponsor
Securities
offered through Ogilvie Security Advisors Corp.
71 South Wacker, Suite 3025, Chicago, IL 60606
Tel: 312.335.5476
Member FINRA www.finra.org
/ SIPC www.sipc.org
Ogilvie Security Advisors Corp and 412i Plans, Inc. are independently
owned and operated.
License numbers: California (0A09141) and Wisconsin (1045269) |
