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- DOL Expands Electronic Delivery of Benefit Plan Information
- The Department of Labor DOL has issued final regulations that widen and deepen the proposed safe harbor for the electronic delivery of ERISA disclosures. The safe harbor now includes electronic delivery of plan information to sites beyond the workplace and now applies to many more disclosures, not just summary plan...
- White papers 2002-04-11
- New IRS Guidance on 401(k) Safe Harbor Rules Provides Flexibility for Plan Sponsors
- The Internal Revenue Service recently issued additional guidance on safe harbor requirements for 401k plans. Safe harbor contributions formulas became available for most 401k plans beginning with the 1999 plan year. This article discusses safe harbor rules; a plan sponsor does not have to perform the actual deferral percentage ("ADP")...
- White papers 2003-05-01
- Safe Harbor 401(k) Chart
- From the executive summary: ‘The safe-harbor 401k plan is an employee benefit retirement plan suitable for corporations, partnerships, sole proprietors, and non-profit organizations. Each employer's goals, plan design, contribution sources and demographics form a unique scenario. The employer will wish to discuss the same with his or her plan provider...
- White papers 2003-05-16
- Executive Retirement Programs at River Branch General - A Guide Into a Safe Harbor for Not-for-Profit Hospitals
- Trustees at not-for-profit health care organizations must approve and maintain the executive retirement programs for the organization. Executives want a program that will allow them to focus on running the organization rather than planning for their needs in retirement. This white paper clarifies the process by helping trustees and executives...
- White papers 2004-07-20
Additional Resources
- WMSI To Provide ADP Retirement Services with Small Balance Rollover Program and IRA Services from ETRADE
- HOLGATE, N.J. & ROSELAND, N.J. -- Wealth Management Systems Inc. WMSI, a leading provider of rollover solutions within the financial services industry, and ADPR Retirement Services, part of the Employer Services division of ADP, Inc., a leading provider of integrated outsourced payroll and human resources services, today announced that ADP...
- Research articles 2005-02-17
- WMS Inc. To Provide ADP Retirement Services' Clients with Small Balance Rollover Program and IRA Services from ETRADE
- HOLGATE, N.J. & ROSELAND, N.J. -- Wealth Management Systems Inc. WMSI, a leading provider of rollover solutions within the financial services industry, and ADPR Retirement Services, part of the Employer Services division of ADP, Inc., a leading provider of integrated outsourced payroll and human resources services, today announced that ADP...
- Research articles 2005-02-17
- Wal-Mart Stores, Inc. F1Q09 (Qtr End 4/30/08) Earnings Call Transcript
- Earnings Call ExcerptWal-Mart Stores, Inc. WMT F1Q09 Earnings Call May 13, 2008 7:30 am ET Executives Carol Schumacher – Vice President, Investor Relations Lee Scott - President and CEO Tom Schoewe – Executive Vice President and Chief Financial Officer Eduardo Castro-Wright – Wal-Mart Stores US...
- Earnings calls 2008-05-14
- Wal-Mart Stores, Inc F2Q09 (Qtr End 07/31/08) Earnings Call Transcript
- Earnings Call ExcerptWal-Mart Stores, Inc WMT F2Q09 Earnings Call August 14, 2008 7:30 am ET Executives Carol Schumacher – Vice President of Investor Relations Lee Scott – President and Chief Executive Officer Tom Schoewe – Executive Vice President and Chief Financial Officer Eduardo Castro-Wright – Wal-Mart Stores U.S....
- Earnings calls 2008-08-14
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