Thursday, November 19, 2009

Retirement News for Employers – Fall 2009 Edition

The IRS released Retirement News for Employers – Fall 2009 Edition. It contains the following articles:

  • Roth & Roll: 2010 Roth IRAs & Rollovers
  • 5500 for 2009 and Later Required to be Filed Electronically
  • Establishing a SEP or SIMPLE IRA Plan
  • IRA Investments
  • New Web Tool for SARSEP Plans
  • We're Glad You Asked!
  • New on the Web
  • Employee Plans Published Guidance
  • Desk Side Chat…With Monika Templeman: The Importance of Internal Controls and Plan Self-Correction
  • DOL News
  • Mark Your Calendar
  • Timing is Everything flyer