Employee Benefits Publications Supreme Court Allows Participant to Sue Employer for Failure to Implement Participant Investment Direction (March 12, 2008) EEOC Permits Coordination of Retiree Health Benefits with Medicare (February 11, 2008) New Rules Require Employers to Re-Think Treatment of Post-Severance Compensation in Tax-Qualified Retirement Plans (December 13, 2007) Important Developments in Worker Classification: Why You Should be Concerned About Your Independent Contractors (November 6, 2007) IRS Extends 409A Compliance Deadline (October 25, 2007) When is an Extension not an Extension? - An Update on 409A Compliance Deadline (September 18, 2007) Age Discrimination, 403(b) and Cafeteria Plan Regulations Issued (August 13, 2007) Are Your Participant Account Statements Compliant? (June 21, 2007) Section 409A Deferred Compensation Final Regulations Issued (April 11, 2007) Do You Need to Change Your Default Investment Fund? (March 20, 2007) Why Everyone Should Review Their 401(k) Fees and Investment Charges - Yes, You Too! (February 12, 2007) EGTRRA Restatement Deadlines (December 1, 2006) Plan Sponsors Sued over 401(k) Fees (November 8, 2006) New Pension Law Changes The Rules (Again!) For 401(K) And Other Defined Contribution Plans (September 25, 2006) Employees on Military Leave: Employee Benefits Obligations of Employers (August 15, 2006) IRS Updates Voluntary Correction Program for Retirement Plans (June 12, 2006) Late Trading and Market-Timing Mutual Fund Settlements - What's a Plan Fiduciary to Do? (May 1, 2006) Internal Revenue Service Increases Enforcement Activity in 2006 (April 12, 2006) It’s Time to Comply with Annuity Disclosure Requirements (March 22, 2006) Section 409A Compliance: Equity Compensation (March 6, 2006) Two Simple Steps, Two Big Problems Averted (February 20, 2006) Section 409A Compliance: Bonus Arrangements and Deferring Performance-Based Compensation (February 17, 2006) Section 409A Compliance: Employment Agreements and Separation Pay Arrangements (December 12, 2005) Section 409A Compliance: SERPs and Other Nonqualified Defined Benefit Plans (November 14, 2005) Section 409A Compliance: Voluntary Deferral and Account Balance Plans (November 8, 2005) Section 409A Compliance: Action Required NOW On Deferred Compensation Plans (October 31, 2005) November 15 Notice Deadline Approaching (October 3, 2005) IRS Proposed Regulations on Electronic Notices, Elections, and Consent (September 6, 2005) Allow Roth 401(k) or 403(b) Contributions Next Year? (August 9, 2005) COBRA Mistake Nearly Costs Employer $250,000 (August 1, 2005) DOL and SEC Advise Plan Fiduciaries on Selection and Monitoring of Plan Investment Consultants (July 11, 2005) New Option to Reduce Forfeitures Under the Infamous "Use it or Lose it" Cafeteria Plan Rule (June 13, 2005) Employee Benefits Update (May 12, 2005) New Notification Requirements for Employers (March 21, 2005) Retirement and 401(k) Plans: New Mandatory Rollover Rule for Involuntary Distributions (March 2005) Act Now to Safely Navigate Nonqualified Deferred Compensation Minefield (November 15, 2004) HIPAA Deadline for Small Health Plans Fast Approaching (March 2004) Immediate Action Required for COBRA Compliance (July 2003) Department of Labor Sarbanes-Oxley Guidance on Retirement Plan Loans to Executive Officers and Directors Employee Benefits Bulletin - November 2002 Employee Benefits Bulletin - December 2000 Loans From Qualified Plans IRS Issues Final Regulations Permitting Elimination of Certain Optional Forms of Benefit Changes to Dollar Limitations For Tax Year 2001 IRS Relaxes Same Desk Rule Ergonomics Standards Adopted Employee Benefits Bulletin - May 2000 401(k) Safe Harbor Compliance: More Attractive Than Ever GUST Amendment Update Who Is A Highly Compensated Employee In 2000 Getting A Handle on 401(k) Fees Employee Benefits Bulletin - October 1999 Change in Hardship Distribution Withholding Rules for 401(k) Plans Tracking Operational Compliance with Elective Law Changes IRS Lowers Tax Cost of Group Term Life Insurance New North Carolina Law Will Require Mandatory Withholding from Qualified Retirement Plan Distributions after Year 2000 Automatic Enrollment 401(k) Plans for Increased Employee Participation A Retirement Plan Protected From IRS Attack Must Interests in Your Deferred Compensation Plans Be Registered Under the Federal Securities Laws? North Carolina Links National Links
Supreme Court Allows Participant to Sue Employer for Failure to Implement Participant Investment Direction (March 12, 2008)
EEOC Permits Coordination of Retiree Health Benefits with Medicare (February 11, 2008)
New Rules Require Employers to Re-Think Treatment of Post-Severance Compensation in Tax-Qualified Retirement Plans (December 13, 2007)
Important Developments in Worker Classification: Why You Should be Concerned About Your Independent Contractors (November 6, 2007)
IRS Extends 409A Compliance Deadline (October 25, 2007)
When is an Extension not an Extension? - An Update on 409A Compliance Deadline (September 18, 2007)
Age Discrimination, 403(b) and Cafeteria Plan Regulations Issued (August 13, 2007)
Are Your Participant Account Statements Compliant? (June 21, 2007)
Section 409A Deferred Compensation Final Regulations Issued (April 11, 2007)
Do You Need to Change Your Default Investment Fund? (March 20, 2007)
Why Everyone Should Review Their 401(k) Fees and Investment Charges - Yes, You Too! (February 12, 2007)
EGTRRA Restatement Deadlines (December 1, 2006)
Plan Sponsors Sued over 401(k) Fees (November 8, 2006)
New Pension Law Changes The Rules (Again!) For 401(K) And Other Defined Contribution Plans (September 25, 2006)
Employees on Military Leave: Employee Benefits Obligations of Employers (August 15, 2006)
IRS Updates Voluntary Correction Program for Retirement Plans (June 12, 2006)
Late Trading and Market-Timing Mutual Fund Settlements - What's a Plan Fiduciary to Do? (May 1, 2006)
Internal Revenue Service Increases Enforcement Activity in 2006 (April 12, 2006)
It’s Time to Comply with Annuity Disclosure Requirements (March 22, 2006)
Section 409A Compliance: Equity Compensation (March 6, 2006)
Two Simple Steps, Two Big Problems Averted (February 20, 2006)
Section 409A Compliance: Bonus Arrangements and Deferring Performance-Based Compensation (February 17, 2006)
Section 409A Compliance: Employment Agreements and Separation Pay Arrangements (December 12, 2005)
Section 409A Compliance: SERPs and Other Nonqualified Defined Benefit Plans (November 14, 2005)
Section 409A Compliance: Voluntary Deferral and Account Balance Plans (November 8, 2005)
Section 409A Compliance: Action Required NOW On Deferred Compensation Plans (October 31, 2005)
November 15 Notice Deadline Approaching (October 3, 2005) IRS Proposed Regulations on Electronic Notices, Elections, and Consent (September 6, 2005) Allow Roth 401(k) or 403(b) Contributions Next Year? (August 9, 2005) COBRA Mistake Nearly Costs Employer $250,000 (August 1, 2005) DOL and SEC Advise Plan Fiduciaries on Selection and Monitoring of Plan Investment Consultants (July 11, 2005) New Option to Reduce Forfeitures Under the Infamous "Use it or Lose it" Cafeteria Plan Rule (June 13, 2005) Employee Benefits Update (May 12, 2005) New Notification Requirements for Employers (March 21, 2005) Retirement and 401(k) Plans: New Mandatory Rollover Rule for Involuntary Distributions (March 2005) Act Now to Safely Navigate Nonqualified Deferred Compensation Minefield (November 15, 2004) HIPAA Deadline for Small Health Plans Fast Approaching (March 2004) Immediate Action Required for COBRA Compliance (July 2003) Department of Labor Sarbanes-Oxley Guidance on Retirement Plan Loans to Executive Officers and Directors Employee Benefits Bulletin - November 2002 Employee Benefits Bulletin - December 2000 Loans From Qualified Plans IRS Issues Final Regulations Permitting Elimination of Certain Optional Forms of Benefit Changes to Dollar Limitations For Tax Year 2001 IRS Relaxes Same Desk Rule Ergonomics Standards Adopted Employee Benefits Bulletin - May 2000 401(k) Safe Harbor Compliance: More Attractive Than Ever GUST Amendment Update Who Is A Highly Compensated Employee In 2000 Getting A Handle on 401(k) Fees Employee Benefits Bulletin - October 1999 Change in Hardship Distribution Withholding Rules for 401(k) Plans Tracking Operational Compliance with Elective Law Changes IRS Lowers Tax Cost of Group Term Life Insurance New North Carolina Law Will Require Mandatory Withholding from Qualified Retirement Plan Distributions after Year 2000 Automatic Enrollment 401(k) Plans for Increased Employee Participation A Retirement Plan Protected From IRS Attack Must Interests in Your Deferred Compensation Plans Be Registered Under the Federal Securities Laws? North Carolina Links National Links
IRS Proposed Regulations on Electronic Notices, Elections, and Consent (September 6, 2005) Allow Roth 401(k) or 403(b) Contributions Next Year? (August 9, 2005) COBRA Mistake Nearly Costs Employer $250,000 (August 1, 2005) DOL and SEC Advise Plan Fiduciaries on Selection and Monitoring of Plan Investment Consultants (July 11, 2005) New Option to Reduce Forfeitures Under the Infamous "Use it or Lose it" Cafeteria Plan Rule (June 13, 2005) Employee Benefits Update (May 12, 2005) New Notification Requirements for Employers (March 21, 2005) Retirement and 401(k) Plans: New Mandatory Rollover Rule for Involuntary Distributions (March 2005) Act Now to Safely Navigate Nonqualified Deferred Compensation Minefield (November 15, 2004) HIPAA Deadline for Small Health Plans Fast Approaching (March 2004) Immediate Action Required for COBRA Compliance (July 2003) Department of Labor Sarbanes-Oxley Guidance on Retirement Plan Loans to Executive Officers and Directors Employee Benefits Bulletin - November 2002 Employee Benefits Bulletin - December 2000 Loans From Qualified Plans IRS Issues Final Regulations Permitting Elimination of Certain Optional Forms of Benefit Changes to Dollar Limitations For Tax Year 2001 IRS Relaxes Same Desk Rule Ergonomics Standards Adopted Employee Benefits Bulletin - May 2000 401(k) Safe Harbor Compliance: More Attractive Than Ever GUST Amendment Update Who Is A Highly Compensated Employee In 2000 Getting A Handle on 401(k) Fees Employee Benefits Bulletin - October 1999 Change in Hardship Distribution Withholding Rules for 401(k) Plans Tracking Operational Compliance with Elective Law Changes IRS Lowers Tax Cost of Group Term Life Insurance New North Carolina Law Will Require Mandatory Withholding from Qualified Retirement Plan Distributions after Year 2000 Automatic Enrollment 401(k) Plans for Increased Employee Participation A Retirement Plan Protected From IRS Attack Must Interests in Your Deferred Compensation Plans Be Registered Under the Federal Securities Laws? North Carolina Links National Links
Allow Roth 401(k) or 403(b) Contributions Next Year? (August 9, 2005) COBRA Mistake Nearly Costs Employer $250,000 (August 1, 2005) DOL and SEC Advise Plan Fiduciaries on Selection and Monitoring of Plan Investment Consultants (July 11, 2005) New Option to Reduce Forfeitures Under the Infamous "Use it or Lose it" Cafeteria Plan Rule (June 13, 2005) Employee Benefits Update (May 12, 2005) New Notification Requirements for Employers (March 21, 2005) Retirement and 401(k) Plans: New Mandatory Rollover Rule for Involuntary Distributions (March 2005) Act Now to Safely Navigate Nonqualified Deferred Compensation Minefield (November 15, 2004) HIPAA Deadline for Small Health Plans Fast Approaching (March 2004) Immediate Action Required for COBRA Compliance (July 2003) Department of Labor Sarbanes-Oxley Guidance on Retirement Plan Loans to Executive Officers and Directors Employee Benefits Bulletin - November 2002 Employee Benefits Bulletin - December 2000 Loans From Qualified Plans IRS Issues Final Regulations Permitting Elimination of Certain Optional Forms of Benefit Changes to Dollar Limitations For Tax Year 2001 IRS Relaxes Same Desk Rule Ergonomics Standards Adopted Employee Benefits Bulletin - May 2000 401(k) Safe Harbor Compliance: More Attractive Than Ever GUST Amendment Update Who Is A Highly Compensated Employee In 2000 Getting A Handle on 401(k) Fees Employee Benefits Bulletin - October 1999 Change in Hardship Distribution Withholding Rules for 401(k) Plans Tracking Operational Compliance with Elective Law Changes IRS Lowers Tax Cost of Group Term Life Insurance New North Carolina Law Will Require Mandatory Withholding from Qualified Retirement Plan Distributions after Year 2000 Automatic Enrollment 401(k) Plans for Increased Employee Participation A Retirement Plan Protected From IRS Attack Must Interests in Your Deferred Compensation Plans Be Registered Under the Federal Securities Laws? North Carolina Links National Links
COBRA Mistake Nearly Costs Employer $250,000 (August 1, 2005)
DOL and SEC Advise Plan Fiduciaries on Selection and Monitoring of Plan Investment Consultants (July 11, 2005)
New Option to Reduce Forfeitures Under the Infamous "Use it or Lose it" Cafeteria Plan Rule (June 13, 2005)
Employee Benefits Update (May 12, 2005)
New Notification Requirements for Employers (March 21, 2005)
Retirement and 401(k) Plans: New Mandatory Rollover Rule for Involuntary Distributions (March 2005)
Act Now to Safely Navigate Nonqualified Deferred Compensation Minefield (November 15, 2004)
HIPAA Deadline for Small Health Plans Fast Approaching (March 2004) Immediate Action Required for COBRA Compliance (July 2003) Department of Labor Sarbanes-Oxley Guidance on Retirement Plan Loans to Executive Officers and Directors Employee Benefits Bulletin - November 2002 Employee Benefits Bulletin - December 2000 Loans From Qualified Plans IRS Issues Final Regulations Permitting Elimination of Certain Optional Forms of Benefit Changes to Dollar Limitations For Tax Year 2001 IRS Relaxes Same Desk Rule Ergonomics Standards Adopted Employee Benefits Bulletin - May 2000 401(k) Safe Harbor Compliance: More Attractive Than Ever GUST Amendment Update Who Is A Highly Compensated Employee In 2000 Getting A Handle on 401(k) Fees Employee Benefits Bulletin - October 1999 Change in Hardship Distribution Withholding Rules for 401(k) Plans Tracking Operational Compliance with Elective Law Changes IRS Lowers Tax Cost of Group Term Life Insurance New North Carolina Law Will Require Mandatory Withholding from Qualified Retirement Plan Distributions after Year 2000 Automatic Enrollment 401(k) Plans for Increased Employee Participation A Retirement Plan Protected From IRS Attack Must Interests in Your Deferred Compensation Plans Be Registered Under the Federal Securities Laws? North Carolina Links National Links
Immediate Action Required for COBRA Compliance (July 2003)
Department of Labor Sarbanes-Oxley Guidance on Retirement Plan Loans to Executive Officers and Directors
Employee Benefits Bulletin - November 2002
Employee Benefits Bulletin - December 2000
Loans From Qualified Plans IRS Issues Final Regulations Permitting Elimination of Certain Optional Forms of Benefit Changes to Dollar Limitations For Tax Year 2001 IRS Relaxes Same Desk Rule Ergonomics Standards Adopted
Loans From Qualified Plans
IRS Issues Final Regulations Permitting Elimination of Certain Optional Forms of Benefit Changes to Dollar Limitations For Tax Year 2001 IRS Relaxes Same Desk Rule Ergonomics Standards Adopted
Changes to Dollar Limitations For Tax Year 2001
IRS Relaxes Same Desk Rule
Ergonomics Standards Adopted
Employee Benefits Bulletin - May 2000
401(k) Safe Harbor Compliance: More Attractive Than Ever GUST Amendment Update Who Is A Highly Compensated Employee In 2000 Getting A Handle on 401(k) Fees
401(k) Safe Harbor Compliance: More Attractive Than Ever
GUST Amendment Update
Who Is A Highly Compensated Employee In 2000
Getting A Handle on 401(k) Fees
Employee Benefits Bulletin - October 1999
Change in Hardship Distribution Withholding Rules for 401(k) Plans Tracking Operational Compliance with Elective Law Changes IRS Lowers Tax Cost of Group Term Life Insurance New North Carolina Law Will Require Mandatory Withholding from Qualified Retirement Plan Distributions after Year 2000
Change in Hardship Distribution Withholding Rules for 401(k) Plans
Tracking Operational Compliance with Elective Law Changes
IRS Lowers Tax Cost of Group Term Life Insurance
New North Carolina Law Will Require Mandatory Withholding from Qualified Retirement Plan Distributions after Year 2000
Automatic Enrollment 401(k) Plans for Increased Employee Participation
A Retirement Plan Protected From IRS Attack
Must Interests in Your Deferred Compensation Plans Be Registered Under the Federal Securities Laws?
North Carolina Links
National Links