• Q1 2009 Market Review - U.S. equity markets are volatile, but still considered a better investment than international markets. The U.S. is approaching a new bull market, as the Federal Reserve purchases a large amount of government securities and mortgage debt in an effort to support the economy.
• Interesting Fact about Plan Audits - If you have a "Large Plan" (over 100 eligible participants), a schedule H must be filed with the 5500, and it must be audited.
• Fiduciary Actions during market turmoil - Analyze investments thoroughly, disclose fees, talk to employees.”
  

March 2009 Retirement Report

Click above for:

• Cause and Effect: Partial Plan Terminations
• Is Market Turmoil Triggering Reductions in 401(k) Matches?
• Have You Considered A Non-Qualified Plan?
• ICI Study Indicates Significant Growth In The Mutual Fund Industry
  

• Q208 Market Review: From Bull to Bear
• EBSA Issues New Participant Disclosure Regulations
• Compliance Reminder: Form 5500 Due July 31st.
• IRS and DOL Updates (Part II)
• Why Go It Along? Participant Investment Advice
• Communication Corner: Making The Most Of Your 401(k)
  

• Lenox RPC™ Overview
• July Retirement Report
• 401(k) - Fiduciary FAQ’s