Lifestyle Retirement Company - Retirement Plan Consultants and Administrators

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State College, PA
409 South Pugh Street
State College, PA 16801
Phone: 814.231.2811
Fax: 814.861.2009

Columbia, MD
8630-M Guilford Road #321
Columbia, MD 21046
Phone: 410.312.5223
Fax: 410.312.5250

Our Affiliations

ASPPA Member

NIPA - National Institute of Pension Administrators



Our newsletter covers topics of interest to retirement plan sponsors and their advisors. Every other month another online newsletter, called Benefit Insights®, is added to our newsletter library. Click here to join our mailing list and receive email notification when a new issue of the newsletter has been added to our library.

Click the topic below to view the newsletter.

Benefit Insights® Topic Date
Automatic Enrollment is on the Rise
Protect Your 401(k)
Spring 2019
It's Testing Season!
Know Your Options
The 401(k) Turns 40
Winter 2019
Hardships Get a Little Easier
Helping Hands
'Tis the Season
Port in the Storm
Fall 2018
The Retirement Income Gap
Helpful Hints for Plan Sponsors
Summer 2018
Who is an Employee?
HSA vs 401(k)
Spring 2018
Navigating Distributions
Under the New Tax Law
Winter 2018
End of the Year Checklist
iWork: The Next-Gen Workforce
December 2017
Fiduciary Rule Round Up
Houston, We Have a Problem...
September 2017
Retirement Plan Rx
Rise of the Machines
June 2017
Benefit Communications in an Electronic World April 2017
Dealing with Uncashed Distribution Checks and Missing Participants February 2017
Rules and Taxation of 401(k) Distributions December 2016
Keeping Abreast of Plan Loan Rules October 2016
DOL Issues New Fiduciary Rule August 2016
Fun with Forfeitures June 2016
A Fresh Look at Your Form 5500 Filing April 2016
Part-Time Employees in 401(k) Plans February 2016
Determining Retirement Plan Compensation December 2015
A Plan Fiduciary's Responsibilities October 2015
The IRS is Back with Some Brand New Corrections August 2015
The Best Plan to Drive Your Retirement Needs June 2015
Automatic Enrollment for 401(k) Plans April 2015
Timing is Everything February 2015
Year-End Compliance Testing Overview December 2014
Hardship Distributions from 401(k) Plans October 2014
The Ultimate Plan Sponsor Checklist August 2014
Ready or Not, Here it Comes...the PPA Plan Restatement June 2014
The Continuing Evolution of the Safe Harbor 401(k) Plan April 2014
Boomerang Employees: Rehires and Retirement Plans February 2014
Down with DOMA December 2013
How Do You Spell Relief? E-P-C-R-S October 2013
Cross-Testing: The Right Tool for Many Jobs August 2013
Under Control or Out of Control June 2013
When Good Loans Go Bad April 2013
Don't let Missing Participants and Small Balances become a Big Problem February 2013
The IRS Meets Letterman December 2012
How to Survive a Visit from the IRS or DOL October 2012
Top Heavy Impact on 401(k) Plans August 2012
Fiduciary Fact or Fiction June 2012
The Final Fee Disclosure Regulations Have Arrived April 2012
At Your Service February 2012
Increasing 401(k) Plan Participation December 2011
Participant Fee Disclosure Requirements for Individual Account Plans October 2011
Should They Stay or Should They Go: Dealing with Terminated Participants August 2011
Fiduciary Liability for Participant-Directed Plans June 2011
Don't let the QDRO be Worse than the Marriage April 2011
Do You Know Who Your Employees Are? February 2011
Plan Year-End "To Do" List December 2010
Record Retention October 2010
Safe Harbor 401(k) Plan Offers Many Advantages August 2010
Roth 401(k) FAQs June 2010
When Should the Check be in the Mail? April 2010
Participants are on a Need to Know Basis...and They Need to Know February 2010
Mandatory Electronic Filing Applies to Form 5500 Soon! December 2009
Voluntary Corrections for Qualified Plans October 2009
Plan Distributions Are on the Rise August 2009
ERISA Fiduciary Responsibilities June 2009
Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting April 2009
Payment Options for Plan Expenses February 2009
The Hidden Pension Trap--The Aggregation Rules December 2008
Timely Deposit of Plan Contributions October 2008
EGTRRA Restatements...The time has come August 2008
Solving 401(k) Testing Problems With New Design Options June 2008
Top Heavy Rules May Impact Plan Design April 2008
Understanding 401(k) ADP and ACP Testing February 2008
Default Investment Rules Facilitate Auto Enrollment December 2007
Compensation:  Definitions and Applications October 2007
Keeping Abreast of Plan Limitations August 2007
Keeping Up To Date With Form 5500 Requirements June 2007
New Life for Defined Benefit and Cash Balance Plans May 2007
The Prudent 401(k) Fiduciary April 2007
Plan Compliance Update for 2007 February 2007
Participant Cruise Control:  Automatic Enrollment December 2006
Pension Protection Act of 2006 Reinforces Private Pension System October 2006
Retirement Plan Coverage for Part-Time Employees August 2006
Hardship Distributions Provide Valuable Option June 2006
Military Leave Rules for Retirement Plans April 2006
Responsibilities of a Plan Sponsor February 2006

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