Newsletters

The Paragon Alliance Group publishes a quarterly newsletter, The Employee Benefit Forum, in which we cover current issues in retirement benefit planning. Click on the links below to download and read each issue.

  • Which Retirement Plan Fits Best?
  • New Proposal for Employee Benefit Plan Audits
  • Retaining Plan Records
  • RECENT DEVELOPMENTS in Benefit Plans
  • Should You Consider a Safe Harbor 401(k)?
  • Documenting Hardship Distributions
  • Using EPCRS To Fix Plan Errors
  • RECENT DEVELOPMENTS in Benefit Plans
  • Handling QDROs for Your Retirement Plan
  • Keys to Avoiding Compensation Errors
  • Determining 401(k) Plan Eligibility Requirements
  • RECENT DEVELOPMENTS in Benefit Plans
  • Review Plan-related Insurance Protection
  • 2017 Cost-of-Living Changes
  • Managing the Use of Plan Loans
  • RECENT DEVELOPMENTS in Benefit Plans
  • Using Target Date Funds in Your Plan
  • Paying Expenses with Plan Assets
  • Make Sure Participants Receive the Plan Documents They're Entitled to
  • RECENT DEVELOPMENTS in Benefit Plans
  • Depositing Employee Contributions
  • IRS Guidance on Midyear Changes to Safe Harbor Plans
  • Receiving a Compliance Check Letter
  • RECENT DEVELOPMENTS in Benefit Plans
  • Electing Out of Federal Tax Withholding
  • Preretiree Concerns
  • New Compliance Questions on 2015 Form 5500
  • Choosing a Suitable Vesting Schedule
  • RECENT DEVELOPMENTS in Benefit Plans

Special note in regards to the front page article regarding Default Investment Decision:  All Paragon staff is keenly aware that any conversation regarding the actual selection of a plan Default Investment is one that belongs in the hands of our advisor partners.” 

  • The Default Investment Decision
  • 2016 Plan Limitations
  • Passing the ADP Test
  • Could Your Plan's Internal Controls Be Stronger?
  • RECENT DEVELOPMENTS in Benefit Plans

  • When a Plan is Top Heavy?
  • Ready for RMD Time
  • Supreme Court Confirms Duty To Monitor Investments
  • Encouraging Greater Plan Participation
  • RECENT DEVELOPMENTS in Benefit Plans

  • Small Plan Audit Waiver
  • Retirement Confidence on the Rise
  • Redesigning Your Match
  • Engaging Employees Through Target Plan Communications
  • RECENT DEVELOPMENTS in Benefit Plans

  • Failure To Provide a Timely Safe Harbor Notice
  • New Model Distribution Notice
  • Is Your Plan Competitive?
  • Record Retention - The "Paper" Trail
  • RECENT DEVELOPMENTS in Benefit Plans