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Executive Benefit Plans, Inc. White Paper Selection

We invite you to download and review the following industry articles and white papers of interest:

  1. PEO Multiple Employer Plans - In Indepth Focus on Revenue Procedure 2002-21 by Mark L. Shaffer, RHU - Pension Specialist.

  2. Legislation and Legal Issues on Staff Leasing and Professional Employer Organizations, ©Bierce & Kenerson, P.C. 2002 - Download .PDF file

  3. PEO Multiple Employer Plans - Summary of Revenue Procedure 2003-86 - Provides additional guidance for PEOs and the administration of their plans.

  4. Cash Balance Add On - An article by John Agatston, FSA, EA, MAAA, MSPA, of John S. Actuarial Actuarial Services discusses a unique plan design for high income individuals in small employer groups.

  5. New Roth 401(k)/403(b) Plan Design Feature Available for 2006: After-tax Roth Contributions white paper by 
    Richard G. Schwartz and Randell Montellaro of Epstein Becker & Green, P.C. © 2005.

  6. The Influence of Automatic Enrollment, Catch-Up, and IRA Contributions on 401(k) at Retirement by Sarah Holden and Jack VanDerhei of the Investment Company Institute

  7. What's A Hot 401(k)?

  8. How Should I Fund My Retirement?

  9. IRS Guide To Retirement Plans For Small Business

  10. Think Your Business Can't Offer A 401(k) Plan. . . Think Again!

  11. GUST and EGTRRA Restatement Requirements and Why?

  12. New Concepts Permit Employers to Enhance Retirement Plans

  13. Is Your Retirement Plan Designed to Fail or did you Fail to Plan?

  14. Are Baby Boomers Facing A Retirement Crisis

  15. 401(k) - A Great Way To Save!

  16. Saving Down The Road - The Cost Of Waiting

 

To download these white papers you will need Adobe Acrobat Reader.  You may download a complimentary copy from the Adobe website at: 

http://www.adobe.com/products/acrobat/readstep2.html 

 

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Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last updated on Wednesday, January 02, 2008 11:23 AM

 

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