Alerus Resource Center
It’s easy to get the job done right when you have the right tools. Build your retirement plan knowledge by visiting the following online resources.
Compliance and Plan Administration
- Frequently Asked Questions Assists you in answering everyday questions and provides information on processes and procedures.
- Regulatory Brief Up-to-Date Limitations, and Compliance Data.
- Plan Gateway Watch the video tour of the Plan Sponsor Website
- Contribution Upload This process is recommended for plans with more than 50 participants.
- Online Contribution Entry This process is recommended for plans with less than 50 participants.
Retirement News
- Participant Fee Disclosure Regulations On October 14, 2010, the Department of Labor issued final regulations requiring disclosure of fees, expenses, and other investment-related information to participants in certain retirement plans.
Quarterly Investment Updates
- 2010 Q1
- 2009 Q4
- 2010 Q2 2010 Investment Update- Q2
- 2010 Q3 2010 Investment Update - 3rd Quarter
- 2010 Q4 2010 Investment Update - 4th Quarter
- 2011 Q1 2011 Investment Update - 1st Quarter
- 2011 Q2 2011 Investment Update - 2nd Quarter
- 2011 Q3 2011 Investment Update - 3rd Quarter
- 2011 Q4 2011 Investment Update - 4th Quarter
Investments
Alerus Retirement Report Library
- Spring 2009 Layoffs and Partial Plan Terminations
- Fall 2009 Year End Plan Design Issues
- Winter 2009 Managing Retirement Plan Costs in a Recession
- Fall 2010 Roth conversions inside a 401(k) plan
- Winter 2010 Converting a pre-tax account to a Roth IRA: opportunity or peril?
- Spring 2011 More Transparency Required for Retirement Plan Vendors
- Fall 2011 Bonding Requirements for Qualified Plans
- Winter 2012 Participant Disclosure Rule—a Nuts-and-Bolts Summary for Employers
Other Retirement Links
- IRS Questionnaire Article The IRS recently announced that it will be sending compliance questionnaires to a random sample of 1,200 companies. What do you do if you receive one?
- Department of Labor (Employee Benefits Security Administration)
- IRS Retirement Plan Community