Information on required minimum distributions for 2009, recent guidance dealing with paid-time-off plans and a couple of revenue rulings, short discussions of 402(f) notices for benefit distributions that go to participants, and rollover issues and other guidance that was issued.

A retirement plan has benefits for everyone – the employer, the business and, of course, the employees.  Employers may also be eligible for tax credits or incentives for starting a retirement plan.  Keep in mind that tax law changes may affect a retirement plan. Be sure to stay up-to-date with any tax laws. 

Retirement Plans Determination Letter Program Phone Forum: Discussed the status of the new determination letter program, the types of "reliance" available to preapproved plans, with or without a determination letter, tips on completing the new Form 5307, along with ways to avoid common mistakes to make the process go more smoothly.

The first, and major part of this event, consists of a presentation on potential problems faced by employers who maintain SEP plans. The second part will consist of a question and answer session...