Retirement Plans-
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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:
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PEO Multiple Employer Plans - In
Indepth Focus on Revenue Procedure 2002-21
by Mark L. Shaffer, RHU - Pension Specialist.
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Legislation
and Legal Issues on Staff Leasing and Professional Employer
Organizations, ©Bierce & Kenerson, P.C. 2002 - Download
.PDF file
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PEO Multiple
Employer Plans - Summary of Revenue Procedure 2003-86 - Provides additional guidance for
PEOs and the administration of their plans.
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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.
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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.
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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.
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What's A Hot 401(k)?
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How
Should I Fund My Retirement?
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IRS
Guide To Retirement Plans For Small Business
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Think Your Business Can't Offer A 401(k) Plan. . .
Think Again!
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GUST
and EGTRRA Restatement Requirements and Why?
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New Concepts Permit Employers to Enhance Retirement Plans
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Is Your Retirement Plan Designed to Fail or did you Fail to
Plan?
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Are
Baby Boomers Facing A Retirement Crisis
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401(k) - A Great Way To Save!
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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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