October / November
Showing 465–469 of 469 results
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Year end tax planning – It’s business time for tax-savvy companies
October / November 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1021
Abstract: There are many ways to succeed in business. But, whatever a business owner’s approach, he or she will more than likely get a lot further by running a tax-savvy company that pays Uncle Sam his due without overpaying and, of course, without falling prey to penalties and interest. This article offers several year end tax planning approaches for business owners to mull over.
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Make corrections before they cost you
October / November 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 851
Abstract: Retirement plans must achieve and maintain qualified plan status to avoid plan disqualification and surrendering tax-advantaged status. Both the Department of Labor (DOL) and IRS take into consideration that mistakes happen for various reasons. This article discusses the DOL and IRS programs that plan sponsors can use to correct violations.
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Why a cash balance plan may be right for you
October / November 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 933
Abstract: Before the Pension Protection Act of 2006 (PPA), cash balance plans operated basically without official IRS approval because the agency didn’t issue many determination letters for them. Provisions in the PPA gave these plans the green light, however, and cash balance plans can stand up and take a bow. This article takes a closer look at what these plans are and the types of organizations that can benefit from them.
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“WRAP” welfare benefit plan documents
October / November 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 292
Abstract: When an employer provides several “welfare” benefits, such as health, dental and vision coverage, the Department of Labor (DOL) considers each benefit its own separate plan. These individual plans require separate Form 5500 filings. This brief article examines a common technique in which employers can “wrap” their welfare plans into a single plan.
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In-service distributions – Show them the money
October / November 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 755
Abstract: When are active employees eligible to take an “in-service” distribution from a qualified retirement plan? Participants may think that, because the money is “theirs,” they can get to it at any time. This article reviews when in-service distributions are allowed.