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02/23/10 IRS offers tax tips for 2010
02/22/10 IRS Retirement News For Employers-Winter 2010
02/05/10 EPIC's Training Success is Recognized
EPIC Advisors was recently featured in the ASPPA Journal, highlighting our firm's commitment to ongoing education. We've built a strong service culture for our clients, and that includes providing service personnel who are certified as industry professionals and stay up to date on industry news and trends. ASPPA has recognized EPIC as a leader in the use of industry education program to educate, motivate, and award our employees.
1/18/10 The EBSA will host a free webcast on January 21, 2010 on preparing for changes to the 2009 Form 5500 and the electronic filing requirements that begin with the 2009 plan year filings.
WHAT: Webcast on Form 5500 and Electronic Filing Requirements
WHO: Employers and plan professionals
WHEN: Jan. 21 2010, 1:00 to 3:00 p.m. EDT
WHERE: Live over the Internet at the URL below
HOW: Registration is required and available on a first-come, first-served basis. Visit EBSA's Web site at www.dol.gov/ebsa and click on "Getting Ready for 2009 Form 5500 and Electronic Filing, Part IV Webcast" under Compliance Assistance Webcasts/Seminars/Workshops. MORE INFORMATION: Call 202-693-8660
1/14/10 The U.S. Department of Labor today announced the publication of a final rule to protect employee contributions deposited to small pension and welfare benefit plans with fewer than 100 participants by providing a safe harbor period of seven business days following receipt or withholding by employers. This regulation will enhance the clarity and certainty for many employers as to when participant contributions will be treated as contributed in a timely manner to employee benefit plans. Click here to review the final rules.
1/13/10 IRS Employee Plan News - Special Edition
12/18/09 IRS Employee Plan News - Winter '10
11/19/09 IRS Retirement News for Employers - Fall '09
10/26/09 EPIC's 2009 SAS70 Report is now available. Contact your RM or visit the Partner Tools section for a copy.
09/24/09 Notice 2009-82: IRS Issues Guidance on 2009 Required Minimum Distribution Waiver
09/09/09 IRS Retirement News for Employers - Special Edition Sept. '09
09/09/09 IRS employee plans news - Special Edition Sept. '09
08/17/09 IRS Retirement News for Employers - Summer '09
05/18/09 IRS Employee Plan News Special Edition - Suspension or Reduction of Safe Harbor Nonelective Contributions
05/18/09 IRS Retirement News for Employers - Spring '09
03/09/09 RNews Interviews EPIC '401(k) Expert'
01/23/09 Rochester Business Journal Profiles EPIC President Bob Judd
01/15/09 EPIC Lender Drip Program Enhancement
01/12/09 IRS Retirement News for Employers - Special Edition IRS Waives 2009 RMDs
01/12/09 IRS Employee Plan News - Special Edition New Law Affects '09 RMDs
12/19/08 Retirement News for Employers - Special Edition
12/18/08 IRS Employee Plan News - Winter '09
12/02/08 EPIC's 2008 SAS70 Audit is now available to our partners online in the Partner Tools Section.
11/21/08 IRS Retirement Plan News for Employers - Fall Edition
10/16/08 The Internal Revenue Service announced cost of living adjustments applicable to dollar limitations for pension plan and other items for tax year 2009.
10/06/08 IRS Employee Plan News - Fall '08