• HOME
  • ABOUT
  • SERVICES
    • OVERVIEW
    • INVESTMENT ADVICE
    • PLAN COMPLIANCE
    • CORPORATE GOVERNANCE
    • ACTUARIAL EVALUATION
  • PARTNERS
  • CONTACT
  • TALKS
  • BLOG

Sunlin Consulting

  • HOME
  • ABOUT
  • SERVICES
    • OVERVIEW
    • INVESTMENT ADVICE
    • PLAN COMPLIANCE
    • CORPORATE GOVERNANCE
    • ACTUARIAL EVALUATION
  • PARTNERS
  • CONTACT
  • TALKS
  • BLOG
  • Menu

Helpful Website Links to Employee Benefits Information

November 1, 2014

Tip of the Day

Helpful Links to Employee Benefits' information found on U.S. Government Agencies Websites and Other Employee Benefits Resource Websites

Read More
In 401(k) Plans, 403(b) Plans, Form 5500, Health Care, EB Website Links
Comment

Factors to Consider Regarding Partial Plan Terminations

September 21, 2014

Tip of the Day

Code Sec. 411(d)(3) calls for 100% vesting upon the partial termination of a plan for the folks that had an employer-initiated severance. It does not define a partial termination. Whether or not a partial plan termination occurs is to be determined on the basis of all of the facts and circumstances of a particular case.

Read More
In Partial Plan Termination, Form 5500, 401(k) Plans
Comment

Better Be Sure Your Fidelity Bonding Company Is DOL- Approved

August 29, 2014

Tip of the Day

Did you know that the DOL has a list of approved surety companies in Circular 570? This list of companies able to provide fidelity bonds for a retirement plan is updated every July.

Read More
In Form 5500, 401(k) Plans, 403(b) Plans
Comment

Late Contributions? You Can File Voluntarily Under the DOL's VFCP.

June 25, 2014

Tip of the Day

Late employee deferral contributions and late loan repayments are a prohibited transaction. The DOL takes the late contribution issue very seriously.  The DOL ( and every person who can get on the internet!) is alerted to the plan's late contribution issue...

Read More
In Form 5500, 401(k) Plans, 403(b) Plans

CATEGORIES

  • 10% Penalty Tax (1)
  • 404(a)(5) Fee Disclosure (1)
  • 457(b) Plan (1)
  • DOL (1)
  • Determination Letters (1)
  • EB Website Links (1)
  • Fiduciary Duties (1)
  • IRAs (1)
  • Investment Advice (1)
  • Missing Participants (1)
  • PPA Restatements (1)
  • Partial Plan Termination (1)
  • User Fees (1)
  • 457(b) Plans (2)
  • Health Care (2)
  • In-Plan Roth Conversions (2)
  • Retirement Plan Limits (2)
  • After-tax Contributions (3)
  • EPCRS (3)
  • Roth (3)
  • Roth Tax Planning (3)
  • Tax-Exempt Organizations (3)
  • Form 5500 (4)
  • Discrimination Testing (6)
  • 403(b) Plans (20)
  • 401(k) Plans (21)
  • February 2018 (1)
  • January 2016 (1)
  • July 2015 (1)
  • June 2015 (1)
  • May 2015 (1)
  • April 2015 (2)
  • March 2015 (3)
  • February 2015 (1)
  • November 2014 (1)
  • October 2014 (2)
  • September 2014 (3)
  • August 2014 (2)
  • July 2014 (3)
  • June 2014 (2)