John T. Cheek, CPA

Prior Issues of Benefit Update Newsletter  

 November '03: 2004 Limits, Loan regs., mutual fund fallout 

August 03: New Regs., Catch Up Contributions, Sept deadline for amending, LI Teamsters Lose on 100% Owner Rule

June '03 issue: NYS UBTI, 15 day rule, expense allocation, and more on MEWAs

December 2002 Issue: Allocating contributions vs. fiduciary role; Ubergard pres. talks about HIPAA; extensions and deadlines.

Oct 2002 Issue-- Enron's exposure on fiduciary issues; participant notices of underfunding, and links to Troubleshooters Guide, IRS Plan News, and NYS Tax Bulletin on Demutualization.

Sept 02  Multiemployer plans subject to Serious Consideration Standard, more on Sarbanes, can service provider contract include a hold-harmless clause?

August 02   Sarbanes-Oxley benefit plans provisions, multiemployer refunds of mistakeen contributions, FMLA reminder

July 02 PT penalties on Loans, HIPAA Privacy Deadlines, IRS Employee Plan News

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