Pension Trends Newsletter Archive
Our Pension Trends newsletter is published three times a year to alert pension plan sponsors and other interested readers to issues affecting the retirement plan industry and defined benefit plans in particular. We may also occasionally publish a special issue of Pension Trends as industry news develops. Recent past issues of Pension Trends can be viewed by selecting the desired issue below. If you would like to view an older issue back to May 2000, please contact us.
Volume XIII, 2012
March 2012 - Retroactive Plan Amendments Under §412(d)(2).
The law did not change, why did the IRS position change? Or did it?
Volume XII, 2011
November 2011 – The Perfect Last Minute Tax Planning Tool: Adopting a Qualified Retirement Plan
May 2011 – Thinking About… Retirement Plan Benefits & Beneficiary Designation Forms
March 2011 - The Top 10 401(k) Plan Audit Failures
Volume XI, 2010
December 2010 - Two Questions With No Correct Answer
July 2010 - How to Accommodate Differing Partner Retirement Savings Goals
February 2010 – Back to Basics – When a DB Plan is a Solution for the Small Business Owner
Volume X, 2009
- What is a DB(k) Plan and Who Would Want One?
- 2010 Contribution Limits
- New IRS Regulations
July 2009 – Not So Funny Math
March 2009 – No Rabbit in the Hat