by Taylor Brown | Aug 26, 2003 | Uncategorized
Allocation of Plan Expenses A qualified retirement plan incurs a variety of administrative expenses throughout its existence. These include fees for establishment, annual valuations, government reporting requirements, the processing of loans and benefit distributions,...
by Taylor Brown | Jun 26, 2003 | Uncategorized
Owners of Multiple Businesses Beware! Charlie Consultant is meeting with Vince to review the plan year end compliance testing and 5500 form for his computer company’s 401(k) plan. As they are saying their good-byes, Vince mentions that his vitamin company has...
by Taylor Brown | Apr 26, 2003 | Uncategorized
Defined Benefit Plans Under EGTRRA Increased benefit and compensation limits included in the Economic Growth and Tax Relief Reconciliation Act (“EGTRRA”) as well as the downturn in investment markets have refocused attention on defined benefit plans as...
by Taylor Brown | Feb 26, 2003 | Uncategorized
Final Loan Regulations Ignore Shakespeare’s Timeless Advice When William Shakespeare wrote “neither a borrower nor a lender be,” he probably never envisioned a world in which millions of people could be both borrower and lender of their own...
by Taylor Brown | Dec 26, 2002 | Uncategorized
Five Reasons to Sponsor a Qualified Plan Despite negative publicity stemming from stock market losses and the Enron fiasco, qualified plans remain an integral part of any business operation. Recent tax law changes have made qualified plans more attractive by...
by Taylor Brown | Oct 26, 2002 | Uncategorized
Important Plan Communications Few aspects of plan administration are more important than communications to the plan’s participants and beneficiaries. As the retirement industry evolves, so does the awareness that communications to participants are crucial....
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