Bates & Company, Inc. - Retirement Plan Administration & Consulting

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Winter Park, FL
1201 South Orlando Avenue, #202
Winter Park, FL 32789
phone: (407) 645-401K
fax: (407) 647-8377

Jacksonville, FL
3063 Hartley Road, Suite 3
Jacksonville, FL 32257
phone: (904) 727-7539
fax: (904)725-1054

Clearwater/Tampa, FL
25400 US Highway 19 N, Ste. 152
Clearwater, FL 33763-2150
phone: (813) 336-8105
fax: (727) 330-2660

Our Affiliations

ASPPA Member

NIPA - National Institute of Pension Administrators

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The Batesco Bulletin

Newsletter Topic Date
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
Cash Balance Plans 101 January 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

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