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.

Second quarter 2008 (pdf)

• The NADART Investment Policy Statement
• E-Mail Option 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
• Being Aware of Your Compliance Responsibilities

Third quarter 2007 (pdf)

• Target Dated Funds: Less Work for Participants
• A Reminder About Required Minimum Distributions

Second quarter 2007 (pdf)

• What You Need to Know About Form 5500 and the Summary Annual Report
• The Safety of Your Data is Paramount