Our newsletter covers topics of interest to retirement plan sponsors and their advisors. Every other month another online newsletter is added to our newsletter library. Please check back regularly to view our future newsletters.

Fiduciary - The New "F" Word & Houston, We Have a Problem…

September 2017 Newsletter


 Fiduciary Rule Round Up

There has been much upheaval in the retirement…

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Benefit Communications in an Electronic World

April 2017 Newsletter

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Dealing with Uncashed Distribution Checks and Missing Participants

February 2017 Newsletter

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A 401(k) plan permits employees to defer a portion of their salaries on a pre-tax basis with the objective of accumulating assets for retirement. Additional assets are accumulated if the employer makes contributions to the participant's account.

With today's mobile workforce, many distributions…

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If you have a 401(k) plan, you've likely had participants ask about taking loans from their accounts. If you haven't yet, it is only a matter of time. While the concept of taking a loan is pretty straightforward—you borrow money, you repay it with interest—there are some pretty detailed rules that…

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The rules that govern the behavior of retirement plan fiduciaries are quite complex. Any time we are required to deal with complicated subject matter, things can get confusing, potentially leading to decisions based on a misunderstanding.

In this issue, we will try to clear up some common misconceptions…

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This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA. ©2016 Benefit Insights, Inc. All rights reserved.

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Our professionals provide companies, just like yours, with recordkeeping, administration and compliance for their retirement plans. The Pension Source, Inc. provides services to more than 700 clients ranging in size from one to over a hundred employees with the small local business owner being our niche. We are proud of our reputation for providing efficient, accurate and affordable services to our clients. Learn More

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