News Highlights

Proposed 401(k) Reforms Stir Debate If the U.S. Labor Department has its way, the rules governing who can give Americans investment advice about their 401(k)s and IRAs, and how that advice gets delivered and paid for, soon will change. But financial advisors and others disagree dramatically on whether the proposed rules will help or harm investors. Source: Financial Advisor

Investment Advisor Offers CE Credits At No Charge In today's economy, credibility is critical when investing. Be even more confident in offering sound investment solutions to your clients by taking advantage of Investment Advisor's Continuing Education opportunities. Source: Investment Advisor

The Top Ten Things to Do If Your 401k Plan Fails Nondiscrimination Testing 401k plan sponsors generally do not relish the annual call from their consultant with their plan's nondiscrimination testing results. If your plan regularly passes testing, that's great news. However, if you are not so fortunate or your plan is on the cusp, there are steps you can take to greatly increase your plan's chances of success. This article discusses those choices. Source: TRI-AD

IRS Issues Tax Tips on Early Distributions from Retirement Plans Some taxpayers may have needed to take an early distribution from their retirement plan last year. The IRS wants individuals who took an early distribution to know that there can be a tax impact to tapping your retirement fund. Here are ten facts about early distributions. Source: CCH

2010 Reporting & Disclosure Calendar for Benefit Plans Summarizes compliance requirements for qualified, single employer benefit plans and is intended to indicate general reporting and disclosure requirements applicable to employee pension and welfare benefit plans on an annual basis. Source: Sibson Consulting