News Archives
Polycomp Speaking Engagements, Seminars and Exhibition Booths
July 2009
Polycomp Trust Company was launched on July 1, 2009 to serve as the Custodian for Polycomp’s self-directed IRAs effective August 1, 2009. Polycomp Trust Company is a state chartered non-depository trust company that is regulated by the South Dakota Division of Banking. Polycomp Administrative Services will continue to provide expert advice on administrative transactions with undivided loyalty to our IRA Holders.
December 2006
Polycomp's Webinar on the Pension Protection Act of 2006.
March 2006
Polycomp is also quoted in Wall Street Journal and Prosper Magazine regarding the Roth 401(k), and was profiled in San Fernando Valley Business Journal and Sacramento Business Journal.
Polycomp featured articles in Trade Journals.
Baylis Resnick, VP and Senior Pension Consultant and Amanda Asherson, Pension Consultant recently spoke at the Partnervest Annual Conference in Santa Barbara.
Scott Ann Setzer, Senior Pension Consultant, presented “Extreme Makeover….The Retirement Plan Edition” (Retirement Plan Updates and Tax Planning Strategies) to the CPA/LAW Forum of Metropolitan Sacramento.
Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, recently spoke to InterSecurities, Inc. on 403(b).
Ed Dillon, Sales Manager and Senior Pension Consultant and Amy Eggert, Pension Consultant, spoke to InterSecurities on DB- Defined Benefit.
Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, spoke to InterSecurities, Inc. on DC2- Defined Contribution Advanced.
Baylis Resnick, VP and Senior Pension Consultant and Amanda Asherson, Pension Consultant spoke at the meeting of the Ventura Chapter of the Financial Planners Association.
Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, spoke to InterSecurities, Inc. on DC1- Defined Contribution Basics.
Natalie Vaughn, V.P. and Director of Compliance, is the Chairperson for ASPPA’s Publication Subcommittee and recently joined the planning committee for ASPPA’s 1st Annual Women’s Business Leaders Forum.
Aaron Karr, Pension Consultant, presented a seminar with Nationwide Financial and Clarke Lanzen & Skalla Investment Firm on Automatic Enrollment Plans and Tax Planning Strategies for 2008.
Ed Dillon, Sales Manager and Senior Pension Consultant and Amy Eggert, spoke to InterSecurites, Inc. on Fast Track to Winning More 401(k) Plan Sales.
Baylis Resnick, V.P. and Senior Pension Consultant, spoke at the National Institute of Pension Administrators' Annual Conference.
Natalie Vaughn, V.P. and Director of Compliance has accepted the Chairperson position for NIPA’s APA Part III curriculum on Distributions and spoke at the Phoenix chapter of the Western Pension & Benefits Conference Annual Conference. The topic was Cross-Tested Plans.
This year we will begin amending and restating defined contribution plans for EGTRRA. The law also equires that all employee disclosures be updated. Read about the basic disclosure requirements in our newsletter.
For the first time, in 2008 participants were able to roll over distributions from qualified retirement plans to a Roth IRA. Check out our newsletter for the requirements and the details.
The Supreme Court recently ruled on a 401(k) case. Read a brief summary on the La Rue case in our newsletter.
Polycomp and ORBA Financial recently presented a Webinar on "Advanced Topics in Retirement Plan Designs." Click here to download a copy of the presentation!
<< Return to News and Newsletters
Newsletters
Winter/Spring 2009
- Meet one of our stars, Robert Arthur
- Learn what to do with former employee account balances
- Examine the pros and cons of investing IRAs in real estate
Summer/Fall 2008
We are excited to announce the first issue of the Polycomp Press, our new and improved newsletter! We have personalized the newsletter to tell you who we are, what we’re learning, and what we’re doing. Please enjoy!
March/April 2008
- New Automatic Enrollment
- Distribution Options for Surviving Spouses and Beneficiaries
- PBGC Flat Rate Premiums for Plan Year beginning in 2008
November/December 2007
- Safe Harbor 401(k) or QACA for 2008?
- Charitable Donation IRAs
- Missed RMD Payment
September/October 2007
- Final Roth Distribution Regulations
- Final Roth Tracking Period and Reporting Rules
May/June 2007
- The Nonspouse Beneficiary Rollover Rules
- "Fiduciary Advisers" Under PPA
- Prohibited Transaction Exemption Rules for "Fiduciary Advisers"
March/April 2007
- PPA Changes for 2007
- Plan Statement Guidance from the DOL
- A Closer Look at Two PPA Changes
November/December 2006
- Pension Protection Act of 2006
- Form 5500 Update
- PPA Disclosures and Notices
September/October 2006
- Highlights of the EPCRS Changes
- Eligibility Rules Part I: Hours of Service
- Eligibility Rules Part II: Elapsed Time
May/June 2006
- Proposed Regulations for Roth 401(k) Distributions
- Recap: Post-severance Compensation
- A New Definition of "Dependent"
March/April 2006
- Final Roth 401(k) Regulations Issued
- Katrina Distributions Impact Plans Nationwide
November/December 2005
- Required Minimum Distribution Rules
- Circular 230: Changes to Written Advice
- IRS Proposes Electronic Communication Standards
September/October 2005
- Safe Harbor 401(k) Plan for 2006
- Provide Plan Documents in a Timely Manner
- Using Severance Compensation for a Qualified Plan
May/June 2005
- Final 401(k) Regulations: An Overview for Plan Sponsors
- Elective Deferrals for Sole Proprietors and Partners
- Coverage Testing and the Coverage Transition Rule
March/April 2005
- Satisfying Top-heavy Requirements: It’s All in the Design
- The Three-legged Stool in Transition
- All About RBDs
November/December 2004
- Safe Harbor 401(k) Plans for 2005
- Safe Harbor Plan chart
- Top-heavy Rules for Safe Harbor Plans
- Safe Harbor 401(k) Formulas
September/October 2004
- Allocating Plan Expenses in 2004
- Automatic Enrollment Rules
- Husband and Wife Sole Proprietors = Controlled Group?
July/August 2004
- Automatic Rollovers May Ease Missing Participant Problems
- Pension Funding Equity Act of 2004
- Insurance Policy Abuse
- EGTRRA Restatements Are Coming
May/June 2004
- Recent Revenue Ruling Highlights
- ERISA Protection For Sole Proprietor With Common-Law Employee
<< Return to News and Newsletters |
©