Ask Kidder

Newsletters

Kidder Benefits Consultants, Inc. newsletters are available to download below.

  • October 2011 – Volume 5, Issue 3 — Official Dollar Limitations for 2012 (98 KB, PDF)
  • October 2011 – Volume 5, Issue 2 — Regulatory Updates: 408(b)(2) Fee Disclosure Deadline Extension; 404(a)(5) Participant Disclosure Also Extended; Revised Definition of “Fiduciary” Withdrawn by DOL. Recent Speaking Engagements (218 KB, PDF)
  • June 2011 – Volume 5, Issue 1 — Plan Sponsor and Fiduciary Alert — Kidder Is Prepared! (439 KB, PDF)
  • October 2010 – Volume 4, Issue 6 — Official Dollar Limitations for 2011 (98 KB, PDF)
  • October 2010 – Volume 4, Issue 5 — Roth Conversions in a 401(k) or 403(b) Plan: What are the issues that should be considered? Why was this provision part of the 2010 Act? What is required to provide the Roth conversion feature? Can my Investment Platform Providers accommodate the Roth conversion? Where does the participant get the money to pay the income taxes? What are the pros and cons of providing the Roth Feature? Final thoughts — Will Roth withdrawals remain tax-free? Have you visited our redesigned Ask Kidder website? Behind the scenes: Technology and Security Enhancements. (415 KB, PDF)
  • August 2010 – Volume 4, Issue 4 – SPECIAL REPORT AND ANALYSIS, 408(b)(2): Fee and Compensation Disclosure Regulations are finally here; Who is covered? Definitions of affiliate and contractor; What needs to be disclosed and when? What type of compensation, fees or costs does this apply to? What about providers that bundle services together? Are fees billed to and paid by the plan sponsor and not paid from plan assets subject to the regulation? What about disclosure of investment fund and related expenses? How are termination costs disclosed? When does the disclosure need to be provided? What if the provider does not comply or the compliance is not mandated by the responsible plan fiduciary? (490 KB, PDF)
  • June 2010 Special Edition – Volume 4, Issue 3 — Additional Electronic Filing Requirement for Form 5500 filing now available; 401(k) Voluntary/Mandatory Questionnaire coming to 1,200 Employers (231 KB, PDF)
  • April 2010 – Volume 4, Issue 2 —How can you use your qualified plan to mitigate Healthcare Reform tax increases?; Hidden within the Healthcare Bill: Changes to the Economic Substance Doctrine; Form 5500 EFAST filing credentials update; New disclosures required on Form 5500 Schedule C; 408(b)(2) Regulations are almost here; Special Announcement (283 KB, PDF)
  • February 2010 – Volume 4, Issue 1 —Do you need to modify your deferral deposit process to comply with the new Department of Labor requirements?; Reminder – Form 5500 Electronic Filings Required this Year (286 KB, PDF)