Subject/Topic
(click on issue link to download) |
| Uniglobal News |
- 2006 IRS Qualified Retirement Plan Limits
Winter
2006
- 2005 IRS Qualified Retirement Plan Limits
Winter
2005
- Amend Plan Documents for New Automatic
Rollover Regulations Spring
2005
- Introducing the UPPI Newsletter
Fall
2004
- New Year-End Package Format for 2005 Plan
Years Winter
2006
- Organizational Changes at Uniglobal
Summer 2006
- Request a Proposal Online
Summer
2005
- Uniglobal Client Referral Program
Fall
2005
|
| Plan Compliance & Design |
- Department of Labor Imposes Electronic
Filing Requirements
Fall
2005
- New Comparability - Is It Right for Your
Company? Fall
2004
- QNEC's and Discrimination Testing
Winter
2006
- Roth 401(k) Provisions - Are They Appropriate
For Your Plan?
Summer 2005
- Safe Harbor Contributions and Top Heavy
Plans Summer
2006
- SPD's and Foreign Languages
Winter 2005
- Tax Credits for Employers & Employees
Spring 2005
|
| Court Rulings |
- Court's Ruling in Employer's Failure to
Comply with Participant's Request for Information
Fall
2005
- Who is Responsible for Employer's Failure
to Withhold Loan Repayments? Spring
2005
|
| Asset Management |
- Fiduciary Responsibility Regarding Lost
Participants Winter
2005
- Mutual Fund Trading Practice Investigations
Fall 2004
- Rules Concerning Automatic Rollovers
Spring 2005
- Taking the Mystery Out of Retirement Planning
Summer 2006
|
| Policies & Procedures |
- Completing the Year-End Package
Winter
2006
- Distributions to Highly Compensated Employees
Summer 2006
- Fiduciary Checklist
Fall
2005
- Following the New Roth 401(k) Rules
Summer 2006
- Important Information Regarding Employees
Serving in the United States Military
Spring 2005
- Is 2005 the Year to Consider Using a 401(k)
Safe Harbor Plan? Fall
2004
- Related Employers - How It Affects Your
Qualified Retirement Plan Summer
2005
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