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Welcome to Pollard & Associates’ Newsletters archive.  Our newsletter covers topics of interest to retirement plan sponsors and their advisors. Every other month another online newsletter is added to our library. Click here and let us know you'd like to receive automatic notification when a new issue has arrived!

 Topic  Date

Automatic Enrollment is on the Rise   

 Spring 2019

It's Testing Season   

 Winter 2019

Hardship Distribution Changes   

 Fall 2018

Retirement Income Gap & Helpful Hints for Plan Sponsors   

 Summer 2018

Who is the Employee & HSA v 401(k)   

 Spring 2018

Navigating Distributions & Tax Law Update    

 Winter 2018 

End of Year Checklist   

 Winter 2017 

Fiduciary Rule Round Up

 Fall 2017

Retirement Plan Rx   

 June 2017 

Benefit Communications in an Electronic World

 April 2017

Dealing with Uncashed Distribution Checks and Missing Participants  

 February 2017 

Rules and Taxation of 401(k) Plan Distributions

 December 2016

Keeping Abreast of Plan Loan Rules

 October 2016

DOL Issues New Fiduciary Rule

 August 2016

Fun with Forfeitures

 June 2016

A Fresh Look at Your Form 5500 Filing

 April 2016

Part-Time Employees in 401(k) Plans

 February 2016

Determining Retirement Plan Compensation

 December 2015

A Plan Fiduciary's Responsibilities

 October 2015

 IRS Voluntary Correction Program Update

 August 2015

 The Best Plan to Drive Your Retirement Needs

 June 2015

 Automatic Enrollment for 401(k) Plans

 April 2015

 Timely Deposit of 401(k) & Company Contributions

 February 2015

Year-End Compliance Testing Overview

 December 2014

 Hardship Distributions from 401(k) Plans

 October 2014

The Ultimate Plan Sponsor Checklist

 August 2014

PPA Restatement of Plan Documents

 June 2014

The Continuing Evolution of the Safe Harbor 401(k) Plan

 April 2014

Treatment of Rehired Employees

 February 2014

Update on federal Defense of Marriage Act (DOMA)

 December 2013

EPCRS: IRS Correction Program Overview

 October 2013

Advantages of Cross-Testing 401(k) Profit Sharing Plans

 August 2013

Under Control or Out of Control -
     A Review of Controlled & Affiliated Service Groups

 June 2013

When Good Loans Go Bad

 April 2013

How to Address Terminated, Missing Participants

 February 2013

IRS Top Ten Compliance Failures

 December 2012

How to Survive a Visit from the IRS or DOL

 October 2012

Top Heavy Impact on 401(k) Plans

 August 2012

Fiduciary Fact or Fiction

 June 2012

The Final Fee Disclosure Regulations Have Arrived

 April 2012

Counting Service for Plan Purposes

 February 2012

Increasing 401(k) Plan Participation

 December 2011

Participant Fee Disclosure

 November 2011

Participant Fee Disclosure

 October 2011

 Dealing with Terminated Participants

 August 2011

Fiduciary Liability for Participant-Directed Plans

 June 2011

  Qualified Domestic Relation Orders (QDRO)

 April 2011

  Do You Know Who Your Employees Are?

 February 2011

  Year End To-Do List

 December 2010

  Record Retention

 October 2010

  Safe Harbor 401(k) Plan Offers Many Advantages

 August 2010

  Roth 401(k) FAQs

 June 2010

  When Should the Check be in the Mail?

 April 2010

  Participants are on a Need to Know Basis...

 February 2010

  Mandatory Electronic Filing Applies to Form 5500 Soon!

 December 2009

  Voluntary Corrections for Qualified Plans

 October 2009

  Plan Distributions Are on the Rise

 August 2009

  ERISA Fiduciary Responsibilities

 June 2009

  Layoffs Can Result in a Partial Plan Termination Requiring       100% Vesting

 April 2009

  Payment Options for Plan Expenses

 February 2009