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
- 2009 Regulatory Briefs Prior year participant limitations and plan compliance dates.
- 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.
- Frequently Asked Questions Assists you in answering everyday questions and provides information on processes and procedures.
Investments
- Current Market Update Get the latest updates on what took place in the market today.
- What are Redemption Fees and when are they charged?
- List of funds that charge redemption fees.
- What is an Excessive Trading Policy?
- List of funds that have Excessive Trading Policies.
Alerus Retirement Report Library
- Winter 2009 Converting a pre-tax account to a Roth IRA: opportunity or peril?
- Fall 2009 Year End Plan Design Issues
- Spring 2009 Layoffs and Partial Plan Terminations
- Winter 2009 Managing Retirement Plan Costs in a Recession
Other Retirement Links
- Department of Labor (Employee Benefits Security Administration)
- IRS Retirement Plan Community
- 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?