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Retirement Plan › Benefit Plan Sponsors › Tax Deductions

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The problem with TPAs

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Third-party administrators (TPAs) are the most important plan provider that a 401(k) plan has and the biggest problem is those plan sponsors and many of their advisors don’t know that. That’s a huge problem because it can...more

Gerald Nowotny - Law Office of Gerald R....

ROCK OF AGES video

Gerald Nowotny - Law Office of Gerald R.... on

Rock of Ages - The Arithmathean Pension Plan is a creative idea on how to use a pooled income fund as a version of non-qualified deferred compensation. Provide a lifetime annuity of tax-free distributions for key employees!...more

Winstead PC

Issues Plan Sponsors and Fiduciaries Should Watch

Winstead PC on

Once upon a time, our retirement plan worries were primarily generated by the U.S. Department of Labor (“DoL”) or the Internal Revenue Service and their regulatory and enforcement efforts. In more recent times we have seen...more

Winstead PC

2018 Benefits Grab Bag - Tax Reform, Bipartisan Budget Act and Other Items

Winstead PC on

Even though the Tax Cuts and Jobs Act made some changes to how the Internal Revenue Service (the “Service”) is to adjust retirement plan contribution limits late last year, the Service confirmed that the limits on retirement...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Plan Design And Tax Deductions

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

If you’re a retirement plan sponsor, why should you care about plan design? Retirement plan design is one of the most underappreciated facets of the retirement plan business and it really should be appreciated. The reason why...more

McGuireWoods LLP

IRS Proposes Nondiscrimination Testing Relief for Closed Pension Plans

McGuireWoods LLP on

In order for its participants to receive favorable tax treatment, a “qualified” retirement plan must satisfy various requirements, including ensuring that it benefits a nondiscriminatory cross-section of employees rather than...more

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