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National Pension Consultants, LLC

National Pension Consultants, LLC provides consulting, administration and actuarial services for qualified retirement plans.

http://www.nationalpensionconsultants.com/

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CONTACTS AT NATIONALPENSIONCONSULTANTS.COM

National Pension Consultants, LLC

Donna Lee

2435●●●●te 6

Bre●●●ter , New York, 10509

United States

252-●●●●2300
do●●●@benefit-insights.com

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National Pension Consultants, LLC

Donna Lee

2435●●●●te 6

Bre●●●ter , New York, 10509

United States

252-●●●●2300
do●●●@benefit-insights.com

View this contact

National Pension Consultants, LLC

Donna Lee

2435●●●●te 6

Bre●●●ter , New York, 10509

United States

252-●●●●2300
do●●●@benefit-insights.com

View this contact

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National Pension Consultants, LLC provides consulting, administration and actuarial services for qualified retirement plans.
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National Pension Consultants, LLC provides consulting, administration and actuarial services for qualified retirement plans.

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1

National Pension Consultants, LLC - October 2013 Newsletter

http://www.nationalpensionconsultants.com/news/2013-10.html

Brewster, NY 10509. How Do You Spell Relief? Sample Corrections for Common Failures. Exclusion of Eligible Employee from making 401(k) Contributions. Failure to Timely Update Plan Document for Law Changes. Fortunately, the IRS recognizes that honest mistakes sometimes happen, and they have established a program that allows for correction of those mistakes. It is called the Employee Plans Compliance Resolution System or EPCRS. EPCRS does include a number of sample corrections; however, it also offers the ...

2

National Pension Consultants, LLC - February 2013 Newsletter

http://www.nationalpensionconsultants.com/news/2013-02.html

Brewster, NY 10509. Don't let Missing Participants and Small Balances become a Big Problem. Forcing Distribution of Small Balances. What if the Participant's Account Balance includes Rollovers? Check the Plan Document. What about Large Balances? What if the Plan is Terminated? What about Residual Balances? What Happens when a Participant Does Not Cash a Distribution Check? What Happens when the Distribution Fee Exceeds the Account Balance? Forcing Distribution of Small Balances. Consider a participant wh...

3

National Pension Consultants, LLC - August 2015 Newsletter

http://www.nationalpensionconsultants.com/news/2015-08.html

Brewster, NY 10509. The IRS is Back with Some Brand New Corrections. New Option for Traditional Enrollment 401(k) Plans. New Option for Automatic Enrollment 401(k) Plans. Is There a Catch? Late Filing of Form 5500-EZ. Let's face it. Finding out that the IRS wants to poke around is not going to be the highlight of anyone's day. Voluntarily admitting a mistake to the IRS and asking for forgiveness is probably even lower on the wish list! For the last several years, the standard correction for not timely en...

4

National Pension Consultants, LLC - April 2013 Newsletter

http://www.nationalpensionconsultants.com/news/2013-04.html

Brewster, NY 10509. When Good Loans Go Bad. Going to the Dark Side. Examples of Good Loans Gone Bad. Loan Term Too Long. Payments Voluntarily Suspended or Discontinued. Coming Back to the Light. Here is a quick overview of some of the key requirements for making a bad loan good. The maximum loan a participant can take is 50% of his or her vested account balance up to $50,000 (reduced by the highest outstanding loan balance in the immediately preceding 12-month period). A participant loan must be an enfor...

5

National Pension Consultants, LLC - December 2013 Newsletter

http://www.nationalpensionconsultants.com/news/2013-12.html

Brewster, NY 10509. Practical Impact on Plan Operations. Highly Compensated and Key Employees. Beneficiary Designations and Spousal Consent. Qualified Domestic Relations Orders (QDRO). A Different Type of Discrimination. IRS and Social Security Annual Limits. Signed into law in 1996, the federal Defense of Marriage Act (DOMA) is a small law that has caused big controversy. Section 1. Short Title. This Act may be cited as the Defense of Marriage Act. Section 2. Powers reserved to the states. Which found S...

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