Classic Plan Retirement Quarterly

The Retirement Quarterly newsletter contains articles and features that will help you in your role as plan coordinator. You will find useful information on such topics as upcoming deadlines, compliance testing, 5500 filing, motivating your employees to save for retirement, and recent Internal Revenue Service regulation changes.

Click on one of the links below to download a recent issue.

Third quarter 2008 (pdf)

• Fixed Enrollment Dates Could Ease Your Administrative Burden
• Safelink: New and Improved

Second quarter 2008 (pdf)

• The NADART Investment Policy Statement
• E-Mail Options for PINs Now Available

First quarter 2008 (pdf)

• Your 2008 CNT Projection Blue Folder
• NADART Launches Marketing Web site

Fourth quarter 2007 (pdf)

• The NADART Web site: New and Improved
• HCEs: Delaying Their Tax Returns

Third quarter 2007 (pdf)

• A Reminder About Required Minimum Distributions
• Trends Point to Saving More