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Posted by studiocenter on Dec 1, 2010

Plan Year-End "To Do" List

  • Establishment of a New Plan
  • Required Minimum Distributions
  • New In-Plan Roth Conversion Option
  • Reporting Distributions
  • Employee Census Data Collection
  • Owners and Officers
  • Related Businesses
  • Required Testing
  • Average Deferral Percentage/Average Contribution Percentage Tests (ADP/ACP)
  • Coverage Test
  • Top Heavy Test
  • Annual Additions Test
  • Benefit Statements
  • Good Time to Update Beneficiary Forms
  • No Cost of Living Increases for 2011
  • Conclusion
  • IRS and Social Security Annual Limitations

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.

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