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• Special Defined Benefit Plan Update November 2009

  Coping With the Impact of the Pension Protection Act.
  A non-technical review of qualified retirement plan legislative and administrative issues
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• 2010 Retirement Benefit Plan Limits (Alert)

  Each year, the IRS issues adjustments to the limits for company pension plans, Social Security, Medicare, and other plans to reflect inflation, and changes in the law. Plan sponsors and their advisors must annually adapt their plans to the new limits. Following are the limits for 2006 - 2010:
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• Timely Deposit of Employee Contributions

  The U.S. Department of Labor (DOL) has simplified its requirements for when withheld employee 401(k) contributions and loan payments must be deposited to the 401(k) plan. Effective February 2008 for plans with less than 100 participants, the DOL allows up to 7 business days following each payday.
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• The Pension Group Mission Statement

  The Pension Group, Inc. is committed to providing premier retirement plan advisory and administration services to the Southern California business community. Our team's professional approach creates value for our clients with appropriate, timely, accurate and personal service.

• Impact of the Pension Protection Act

  In August of 2006 President Bush signed the Pension Protection Act of 2006 (PPA) into law primarily to address the financial security of the defined benefit plan system. Generally, the changes to the funding requirements for defined benefit plans brought about by this new law are effective for plan years commencing in 2008.
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• 401 (k) the "Hottest" Benefit Plan In town.

  A 401(k) plan is a special type of profit sharing plan that is flexible and enormously popular. Like a traditional profit sharing plan, a 401(k) plan allows employees to choose whether to receive a portion of their income in cash, fully taxable, or to defer receipt of income, and payment of taxes on the income, until retirement.

• Does Your Plan Need a Fidelity Bond?

  ERISA/Pension Fidelity Bond & Fiduciary Liability Insurance Endorsement Application.
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