Publications

 

What's New At The Geller Group
• Crains: Largest Benefits Consulting Firms
• Plan Sponsor: Complete Platform for Administration
• Pensions and Investments: Complete Platform for Administration
 • Fiduciary Audit ® Protection Program
 • Crains: Recent Advertisment
• Complicated Pension Rules Hamper Firms' Benefit Plans
 • Providers Try a Little Romance
• Cultivating a Successful Broker/PPA Relationship

Investment Advice
• Investment Advisory Services under ERISA
• Benefits Perspective 2000

401(k) Plans
• 401(k) Conversions: Legal, Fiduciary and Practical Considerations
• Legal and Fiduciary Issues in Participant-Directed 401(k) Plans
• The Application of New 401(k) Rules Isn't An Easy Task
• DOL Issues Final Regulations On Participant Loans
• Matching Contributions of Self-Employed No Longer Considered as
Elective Deferral
• Rising Plan Fees Force Companies To Reconsider
• The Latest on 401(k) Fees
• Automatic Enrollment of Eligible Employees in 401(k) Plans
• Timely Deposit By Employers of Employee 401(k) Contributions is Crucial
• Department of Labor Position on 401(k) Elective Deferral Deposits
• Third-Party Plan Administrators and SAS 70
CPA Corner
• Investment Advisory Services under ERISA
 • Employee Benefit Plan Audits
Fiduciary Responsibility
• Compliance Audits Can Protect Plan Sponsors
• Corporate Trusteeship: A Fiduciary Analysis
• Critical Facts on Self-Directed Retirement Accounts
• Managing ERISA Fiduciary Liability in Participant-Directed Plans
• Employer Responsibility for Employee Benefit Plan Audits
• Labor Department Reviews Revenue Sharing Arrangement
• Corporate Trusteeship: A Fiduciary Analysis
• Fiduciary Risk Management
• Prudent Management of 401(k) Plan Fund Selection
• ERISA Fiduciaries' Duties in Mutual Fund Investigations
• DOL Guidance on Missing Participants
Profit Sharing Plans
• New Comparability Profit Sharing Plans
• Favorable Profit Sharing Contribution Allocations Under 401(k) Plans
 • IRS Releases Final Regulations on Optional Forms of Benefits
Defined Benefit Plans
 • New Disclosure Requirement for Underfunded Defined Benefit Plans
• PBGC Extends Deadlines and Relaxes Certain Penalties
Nonqualified Plans
 • Nonqualified 401(k) Mirror Plans
Cash Balance Plans
• Cash Balance Plans
Healthcare Plans
• Superior Healthcare at Reasonable Costs
• Health Care Trends in the New Millennium

Legal Compliance
• Highlights of the Qualified Retirement Plan: Provisions of the Economic
Growth and Tax Relief Reconciliation Act of 2001
• Self Correction of Qualified Plans without IRS Approval
• Qualified Plans Still Offer Benefits but Rules Governing Them
Are Increasingly Complex
• IRS Extends Remedial Amendment Period for Qualified Retirement Plans
• Employee Staffing And Plan Design
• IRS Releases Final Regulations on Optional Forms of Benefits

 

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