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Spring 2012, Volume 6/Issue 1    
 
Notes from the President  - Gary Zurek, PresidentGary Zurek
 

Many of us regularly read trade publications to keep in tune with what's happening in our particular industry. For the last 3 years in the retirement plan consulting trade publications, particularly in the  ....Read More 

Form 5500, Employer Contribution Deposit, ADP/ACP Excess, 402(g) Limit Corrections.  IRS Limits have changed for 2012. Read More
TSC Spotlight - Jennifer Arntson 

 

Secure File Send & TSC Secure Plan Access Website
TSC takes sending and receiving of confidential information very seriously. Because of this, when it comes to submission and communicating confidential plan data, TSC protects this information through the TSC Secure Plan Access website and Secure File Send portal......Read More 
FAQ's - Cynthia MillsQuestion mark 
 
Why did TSC include something called the "Resolutions" wtih the recent amendment to my plan?  What is its purpose?  Who needs to sign it? 

As Plan Sponsor, the Employer is authorized to amend the plan and also has the responsibility to keep a written record of that authorization. This record should be kept with your business minutes (or similar records). To make it easy for you to comply with this written record requirement, TSC provides you.... Read More 

 

Industry/Legislation Updates - Juhl StoeszLeg 4 

 

Update: The Final DOL Disclosure Initiatives 

As we discussed in the Summer 2011 edition of the TSC Translator, the U.S. Department of Labor (DOL), the agency charged with regulating private retirement plans, has recently increased its focus on creating more transparency and consistency around the operation and arrangements of private retirement plans. In an effort to.... Read More

 

What Does This Mean? - Juhl StoeszBlue Question mark

 

Apples and Oranges: Fidelity Bonds and Fiduciary Liability Insurance

Fidelity bonds (also known as ERISA bonds) and fiduciary liability insurance, though they may sound similar and are both used in ERISA-covered retirement plans, are actually very different from one another..... Read More

Of Interest - Jennifer Arntson
 

What is the difference between the ADP Test and the Top Heavy Test?

 

It is well-known that Qualified Retirement Plans are subject to various Non-discrimination tests but the two tests that are the most common are also the most commonly confused..... Read More

 

Gary Zurek, President

I was born and raised in Minneapolis, MN. My wife Jeanne and I have been married 42 years; we have ... Read More

 

Thomsen Nybeck  

 

Thomsen & Nybeck is a Minnesota law firm of 17 attorneys that has been providing outstanding results and sound advice to clients for 40 years.  The firm remains committed to ..... Read More

Brain Teaser - Jennifer Arntson

 

 

Ben owns 95% of the ABC Learning Center and Jill owns 5% earning $80,000. Ben's wife, Sally, works as the accountant and .

 Read More
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TSC Translator Contributing Staff Members
Jennifer Arntson
Client Relationship Manager
Karen Thompson
Retirement Plan Administrator Manager
Casey Gustafson
Retirement Plan Administrator
Beth Sheppard
Retirement Plan Administrator
William Metrey
Client Relationship Manager
Juhl Stoesz
Associate Counsel
Dennis Culhane
Retirement Plan Administrator
Cynthia Mills
Legal Assistant
Dean Schwientek
Network Systems Admin

Articles included in the TSC Translator are intended to provide general information about retirement plan developments and issues. The information provided should not be construed as legal or tax advice or opinion. Readers need to discuss specific factual situations confronting them with their retirement plan service providers and/or legal and tax advisors.

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