E.I.P., Inc. - Newsletters

700 Larkspur Landing Circle
Suite 108
Larkspur, CA 94939

toll free phone: (800) 653-401k
phone: (415) 461-3604
fax: (415) 461-3607
info@eipinc.com

Our newsletter covers topics of interest to retirement plan sponsors and their advisors. Every other month another online newsletter is added to our newsletter library. Click here to join our mailing list and receive email notification when a new issue of the newsletter has been added to our library.

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Newsletter Topic	Date
It's Testing Season! Know Your Options The 401(k) Turns 40	Winter 2019
Hardships Get a Little Easier Helping Hands 'Tis the Season Port in the Storm	Fall 2018
The Retirement Income Gap & Helpful Hints for Plan Sponsors	Summer 2018
Who is an Employee? & HSA vs 401(k)	Spring 2018
Navigating Distributions & Under the New Tax Law	Winter 2018
End of the Year Checklist & iWork: The Next-Gen Workforce	December 2017
Fiduciary Rule Round Up & Houston, We Have a Problem...	September 2017
Retirement Plan Rx & Rise of the Machines	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) 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
The IRS is Back with Some Brand New Corrections	August 2015
The Best Plan to Drive Your Retirement Needs	June 2015
Automatic Enrollment for 401(k) Plans	April 2015
Timing is Everything	February 2015
Year-End Compliance Testing Overview	December 2014
Hardship Distributions from 401(k) Plans	October 2014
The Ultimate Plan Sponsor Checklist	August 2014
Ready or Not, Here it Comes...the PPA Plan Restatement	June 2014
The Continuing Evolution of the Safe Harbor 401(k) Plan	April 2014
Boomerang Employees: Rehires and Retirement Plans	February 2014
Down with DOMA	December 2013
How Do You Spell Relief? E-P-C-R-S	October 2013
Cross-Testing: The Right Tool for Many Jobs	August 2013
Under Control or Out of Control	June 2013
When Good Loans Go Bad	April 2013
Don't let Missing Participants and Small Balances become a Big Problem	February 2013
The IRS Meets Letterman	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
At Your Service	February 2012
Increasing 401(k) Plan Participation	December 2011
Participant Fee Disclosure Requirements for Individual Account Plans	October 2011
Should They Stay or Should They Go: Dealing with Terminated Participants	August 2011
Fiduciary Liability for Participant-Directed Plans	June 2011
Don't let the QDRO be Worse than the Marriage	April 2011
Do You Know Who Your Employees Are?	February 2011
Plan 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...and They Need to Know	February 2010
Mandatory Electronic Filing Applies to Form 5500 Soon!	December 2009
Coping With the Impact of the Pension Protection Act	November 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
The Hidden Pension Trap--The Aggregation Rules	December 2008
Timely Deposit of Plan Contributions	October 2008
EGTRRA Restatements...The time has come	August 2008
Solving 401(k) Testing Problems With New Design Options	June 2008
Top Heavy Rules May Impact Plan Design	April 2008
The Impact of the Pension Protection Act on Defined Benefit Plans	March 2008
Understanding 401(k) ADP and ACP Testing	February 2008
Default Investment Rules Facilitate Auto Enrollment	December 2007
Compensation: Definitions and Applications	October 2007
Keeping Abreast of Plan Limitations	August 2007
Keeping Up To Date With Form 5500 Requirements	June 2007
The Prudent 401(k) Fiduciary	April 2007
Plan Compliance Update for 2007	February 2007
Participant Cruise Control: Automatic Enrollment	December 2006
Pension Protection Act of 2006 Reinforces Private Pension System	October 2006
Retirement Plan Coverage for Part-Time Employees	August 2006
Hardship Distributions Provide Valuable Option	June 2006
Military Leave Rules for Retirement Plans	April 2006
Responsibilities of a Plan Sponsor	February 2006
A Primer on Qualified Plan Document Maintenance	December 2005
The Plain Truth About "Simple" Retirement Plans	October 2005
New Retirement Plan Option Coming in 2006: The Roth 401(k)!	August 2005
Safe Harbor 401(k) Plans Provide Smooth Sailing	June 2005
Guide to Distributions From 401(k) Plans	April 2005
IRS Issues Final 401(k) Regulations	February 2005
DOL Provides Guidance for Automatic Rollovers and Lost Participants	December 2004
Participant-Directed Account Liability	October 2004
Keeping Plan Records	August 2004