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Benefits Bulletins

  • The Tax Strategist November/December 2009 Edition

     Featuring:

    Is Now a Good Time for a QPRT?

    Transferring the Family Business: Using a CLAT Can Benefit Charity and Your Family

    Trust Your Trustee: Choosing a Trustee Who Will Carry Out Your Final Wishes

    Estate Planning Red Flag: A Minor is a Beneficiary of Your Life Insurance Policy

  • Employee Benefits Bulletin June/July 2009

     
    In this issue:

    401(k) Match Suspensions: What does it mean to sponsors and plan participants?

    What you can do when participants really need their money

    "Waving" Bye Bye to 2009 RMDs

    Remind your participants about the upside of investing

  • Employee Benefits Update, October/November 2008

     
    "Show them the money"

    "WRAP Welfare Benefit Plan documents"

    "Why a Cash Balance Plan may be right for you"

    "Make Corrections Before they Cost You"

  • Employee Benefits Update, August/September 2008

     
    "Defining the Role of a Plan Fiduciary"

    "Are Your Plan Documents Ready for EGTRRA Restatement?"

    "Education Never Ends Keep Your Plan Participants up to Date."

    "How to Identify and Correct SIMPLE or SEP Plan Errors"

  • Employee Benefits Update, June/July 2008

     
    "Does Your Benefit Plan Require a Form 5500 Audit"

    "The Time is Now: Qualified Default Investment Options a New Reality"

    "Self-Directed Brokerage Accounts: Investment Alternative for Qualified Plans Offers Pros and Cons"

    "457(b) Plans: A Potential Winner for Eligible Organizations"

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