|Winter 2012 Edition - February 13, 2012
Print Version of Newsletter (PDF)
- Tips for Form 5558 requests for extension to file Form 5500-series returns
- Using old forms may cause errors and could result in processing delays
Required Minimum Distributions
Individual Income Taxes
Phone Forums and Webinars
- Register for free phone forums:
- Benefit Restrictions (February 23) - a review of the funding based benefit restrictions in IRC section 436
- 401(k) Questionnaire Interim Report (March 6) - a discussion of the report and next steps
- Register for free webcast - Helping Small Business Owners Save for Retirement (February 23)
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