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Executive Benefit Plans

Center for Retirement Plan Studies

White Papers

Please review our selection of the following industry articles and white papers of interest:

  1. The 419(e) Plan: Reports of Its Death Have Been Greatly Exaggerated by David Neufeld, JD, LLM (Tax), AEP, published in the Journal of Financial Service Professionals © 2008 - November 2008

  2. Controlled and Affiliated Service Groups - INTERNAL REVENUE SERVICE by Larry Lawson (Cincinnati) & Reviewer: Jeff Nelson (Cincinnati)

  3. IRS Section 415 final regs Contribution Limits - Defined Benefit Plans published by Prudential Securities © 2007

  4. 401(k) Plans: A 25-Year Retrospective published by the Investment Company Institute © 2006

  5. Justifying 401(k) Fees: A Challenge for Fiduciaries by Richard D. Glass © 2008 - published at Investment Horizons

  6. New Comparability Plan: A New Paradigm on Retirement Planning for Small-Business Owners, by Keith R. Fevurly, CFP®, J.D., LL.M., © 2007 Financial Planning Association - FPA Journal

  7. PEO Multiple Employer Plans - In Indepth Focus on Revenue Procedure 2002-21 by Mark L. Shaffer, RHU - Pension Specialist, ©  2002 Executive Benefit Plans, Inc.

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

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

  10. Cash Balance Add On - An article by John Agatston, FSA, EA, MAAA, MSPA, © 2005 John S. Actuarial Actuarial Services, Article discusses a unique plan design for high income individuals in small employer groups.

  11. An Early Warning System for Controlled Group Retirement Plans By Cheryle Salzberg and David Langer Copyright 1996 The CPA Journal, April, 1996 Reproduced with permission. © 2001 DAVID LANGER COMPANY, INC. - Download .PDF file

  12. 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.

  13. 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. Copyright © 2005 by the Investment Company Institute

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

  15. How Should I Fund My Retirement?

  16. IRS Guide To Retirement Plans For Small Business

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

  18. GUST and EGTRRA Restatement Requirements and Why?

  19. New Concepts Permit Employers to Enhance Retirement Plans

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

  21. Are Baby Boomers Facing A Retirement Crisis

  22. 401(k) - A Great Way To Save!

  23. Saving Down The Road - The Cost Of Waiting

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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 reviewed and/or updated on Friday, June 26, 2009 11:41 AM

 
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