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Browse Retirement planning topic

Laws, regulations and rules subtopic


1-65 out of 65 article(s)
Title Author Type Date Words
TAX CREDITS FOR PENSION PLAN START-UP COSTS: The SECURE Act provides small business owners with more incentives to set up retirement plans for their employees. Lou, Yusi; Curatola, Anthony P. Jun 1, 2020 1116
Reporting Foreign Retirement Plans on Required Information Returns. Mohammad, Usman Feb 1, 2020 2215
The Blended Retirement System: What Leaders Need to Know. Cohen, Courtney M. Apr 1, 2019 3332
Tax strategies for entrepreneurs looking to accumulate wealth. Mar 25, 2019 995
Retirement planning (before it's too late): It's never too early to think about it. Hutchings, Madeline C.; Panebianco, Michael P. Feb 1, 2019 717
Protecting Plan Sponsors from Department of Labor Sanctions and Participant Lawsuits. Geller, Sheldon M. Column Jan 1, 2019 3860
Year-end planning ideas for business owners. Dec 4, 2018 917
TRUMP INTERVENES ON MULTIPLE-EMPLOYER PLANS. Barlas, Stephen Brief article Nov 1, 2018 145
How much are we saving for retirement? Ryan, Marijoyce Sep 10, 2018 636
(Un)ready for retirement: states face a costly future if their citizens fail to save enough for retirement. Petrini, Anna Cover story Jun 1, 2017 2441
Avoiding a retirement bust. Petrini, Anna Apr 1, 2016 394
Fairness out the window: the Coalition's superannuation plans will hit low-paid and middle-income earners the hardest. Jul 1, 2013 282
Retiree tax planning for eligible retirement plans of tax-exempt entities. Blankenship, Vorris J. Jan 1, 2012 5734
US retirement financial services advertising's financial information provisions, communication strategies and judgmental heuristic cues. Lee, Taejun "David"; Haley, Eric; Yun, Tai Woong; Chung, Wonjun Report Sep 22, 2011 11290
State of pensions. Sep 1, 2011 373
Nest eggs aplenty: cracking the retirement planning market. Hersch, Warren S. Feb 21, 2011 1548
Don't neglect to elect. Lafond, C. Andrew; Schrader, Jeffrey J. Jun 1, 2010 1137
Retirement 403(b)s react to economy. Pope, Tom May 1, 2010 1328
IRS workforce initiative. Schreiber, Gerard H., Jr. Jan 1, 2010 487
Service issues retirement plan guidance. Dec 1, 2009 343
Taking advantage of the RMD holiday for IRAs. Nevius, Alistair M. Aug 1, 2009 619
Retirement planning using a client's tax return. Nevius, Alistair M. May 1, 2009 629
Feds postpone implementing plan advice rules. Thomas, Trevor Brief article Mar 2, 2009 211
Consider options in retirement planning: even in or near retirement, there are ways to improve one's financial situation. Fishbein, Robert Mar 1, 2009 532
FICA required on 403(b) salary reductions. Friske, Karyn Bybee; Pulliam, Darlene Feb 1, 2009 491
Waiver of minimum required distributions for 2009 and other developments; a new law lessens the impact of the market downturn on retirement accounts. Berek, David A. Feb 1, 2009 850
State survivor benefits: an overview. Chase, Dana J.; Sennott, Daniel J. Dec 1, 2008 6797
A stretch IRA 'bump up': going from coach to first class. Olewnik, Richard Nov 17, 2008 1321
DOL clarifies rules on qualified default investment alternatives. Postal, Arthur D. May 5, 2008 600
Eyeing the sales opportunity in 409A's compliance deadline. Houston, David Dec 10, 2007 1352
GAO finds conflicts in federal retirement age incentives. Bell, Allison Brief article Jul 9, 2007 277
VA suitability more important as boomers age, regulators say. Brady, Matt Jul 2, 2007 535
Mass. reins in flood of senior advisor designations: Nebraska has also been cracking down. Thomas, Trevor Jun 4, 2007 648
Time to rethink your 401(k) plan? Pension Protection Act allows employers to redesign retirement plans. Brown, Cynthia B. May 1, 2007 1838
Pension Protection Act of 2006: savings incentives keep getting stronger. Law overview Jan 1, 2007 561
Closing the pension gap: ESPs fight for equity in their retirement plans. Rosales, John Nov 1, 2006 663
The Pension Protection Act of 2006 - a comprehensive reform package. LaGarde, Stephen Nov 1, 2006 3920
Court rules on criteria for "participant-directed" plans. Webster, Scott A. Oct 9, 2006 795
President signs new tax legislation for military personnel. Aug 1, 2006 165
Listen to the sound of boomer money rolling over. Connolly, Jim Apr 24, 2006 697
ERISA fiduciaries' duties in mutual fund investigations. Geller, Sheldon M. Apr 1, 2006 596
When good IRAs go bad: common pre- and post- mortem IRA problems with uncommonly bad results. Lynch, Kristen M. Dec 1, 2005 4450
Administrative and civil law note. Fitch, Anita J. Dec 1, 2005 684
Don't think you need to know about the 2005 Federal Bankruptcy Act?--think again! Gans, Richard R. Nov 1, 2005 461
Congress passes Katrina relief bill; bill relaxes withdrawal provisions in retirement plans. Postal, Arthur D. Sep 26, 2005 606
Congress advances bills to relax IRA distributions: residents of Katrina disaster areas would benefit. Postal, Arthur D. Sep 19, 2005 843
NAVA capitalizes on the Social Security reform debate. Brief Article May 1, 2005 207
LSAs included in retirement savings bills. Postal, Arthur D. Mar 14, 2005 334
10 tips for protecting retirement plans from litigation. Perdue, Pamela D. Jan 1, 2005 657
Creating a win-win retirement program. Agustin-Jorge, Esmyrna Dec 1, 2004 1180
401(k) experts call for more reporting on plan fees and cost: American Society of Pension Actuaries recommends more disclosure. Bell, Allison Oct 4, 2004 910
DOL creates safe harbor for automatic cash-outs of small retirement plan accounts. Bell, Allison Oct 4, 2004 528
The top five things practitioners need to know about IRAs now: a discussion of state law, case law, and other considerations. Lynch, Kristen M. Jul 1, 2004 6003
New retirement savings incentive may be an opportunity for "retirees". Bakale, Anthony Aug 1, 2002 927
Client report. Brief Article Apr 1, 2002 306
Saving for retirement?: California's conformity scramble may not arrive in time. (Government Relations). Allen, Bruce C. Brief Article Mar 1, 2002 818
New rules for IRA distributions: proposed regulations should mean less frustration for CPAs and their clients. (Tax/Employment Benefits). Monippallil, Matthew M. Dec 1, 2001 2434
DOL investigation highlights risks and rewards of employers' recouping benefit plan costs. Weinberger, Mark Jan 1, 2001 428
IRS ruling enhances participation in secs. 403(b) and 457(b) plans. Weinberger, Mark Jan 1, 2001 577
What has happened to the IRA? Lavin, David May 1, 1999 984
Nonqualified deferred compensation. Doyle, Kathy Mar 1, 1996 1146
Retirement wrangle. Henderson, Rick Nov 1, 1994 1563
Prohibited transactions with retirement plans. Wise, Spence L. Feb 1, 1994 3780
U.S.-Canadian cross-border retirement planning. Evans, Ginger G. Feb 1, 1992 682

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