Investment Choice 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.

Fourth quarter 2009 (pdf)

• New Check Pay Date Requirement
• A Timely Review of Your Plan Compliance Materials and Responsibilities

Third quarter 2009 (pdf)

• Transfer and Election Change Confirmations Now Sent via E-mail
• PlanWeb Enhancements Scheduled for 2010

Second quarter 2009 (pdf)

• Activity Summary Feature through PlanWeb Now Available for All Plans
• A New, Consolidated Retirement Quarterly
• Update to NADART's Frequent Trading Policy

First quarter 2009 (pdf)

• Getting Promissory Notes Online
• What To Do With Your 2009 CNT Projection Material

Fourth quarter 2008 (pdf)

• Being Aware of Your Client Responsibilities
• HCEs: No Need to Delay Filing of Their Tax Returns