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Thoughts on Loans

  • 9/9/2014 6:44:00 AM
JJ McKinney, Principal and COO of Retirement Strategies, Inc. contributed a column to the Journal of Pension Benefits, produced by Aspen Publishers. Click here to read the full article, " 401(k) Plans - Thoughts on Loans."
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Building Pension Administrators

  • 8/19/2014 6:46:00 AM
This article was featured in Plan Consultant, An Official Publication of ASPPA, which is a quarterly magazine for retirement plan professionals.JJ McKinney, CPC, ERPA, QPA, QKA, is a principal and Chief Operations Officer of Retirement Strategie...
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The Ultimate Plan Sponsor Checklist

  • 8/1/2014 6:47:00 AM
Introduction Do you have copies of all the plan documents and records? Are you properly insured as a plan sponsor? Do you timely distribute required documents, notices and educational retirement fund materials to your employees? Are you depositing 4...
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Final Regulations Regarding Safe Harbor Contributions

  • 7/24/2014 6:53:00 AM
JJ McKinney, COO of Retirement Strategies, Inc. contributed a column to the Journal of Pension Benefits, produced by Aspen Publishers.Click here to read the full article, "Final Regulations Published Regarding Safe Harbor Contribu...
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Eligibility for Part-time Employees in a Retirement Plan

  • 7/15/2014 6:55:00 AM
Employers generally wish to avoid covering part-time employees in their qualified retirement plan for a variety of reasons. Eligibility for the retirement plan is often confused with eligibility for other employee benefits.  While ther...
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U.S. vs. Windsor

  • 7/9/2014 6:59:00 AM
Recently, discussions have flooded the pension community following U.S. vs. Windsor and the Supreme Court’s ruling that section 3 of the Defense of Marriage Act is unconstitutional, June 26, 2013.  When a law is deemed uncon...
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Ready or Not, Here it Comes...the PPA Plan Restatement

  • 6/1/2014 7:07:00 AM
Introduction Background Types of Plan Documents Restatement Cycles IRS Letters Protected Benefits Restatement Process Same Gender Marriage Interim Amendments Conclusion It's time again to participate in that never ending ritual of qualified...
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Lifetime Income Illustration

  • 5/7/2014 7:11:00 AM
The Department of Labor's Employee Benefit Security Administration (EBSA) published today in the Federal Register an advance notice of proposed rulemaking (ANPRM) focusing on lifetime income illustrations in periodic pension benefit statements of...
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The Continuing Evolution of the Safe Harbor 401(k) Plan

  • 4/7/2014 7:16:00 AM
Introduction Background Tried it but didn't like it Tried it, like it, but want to make a few changes Forfeitures...be careful when and how you use them Oops! Forgot to provide the safe harbor notice! Conclusion The safe harbor 401(k) plan ...
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Boomerang Employees: Rehires and Retirement Plans

  • 2/5/2014 7:19:00 AM
Introduction First Things First Leave of Absence Inconsistent Work Schedule Transfers Rules of the Road Rule of Parity Breaks in Service One-Year Holdout Rule Putting the Rules into Play Eligibility Vesting Conclusion A boomerang employee (as w...
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