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Non-profit employers who use 403(b) defined-contribution plans in the employee benefits packages will face new regulations next year. Changes to those plans published in July 2007 will take effect Jan. 1, 2009, forcing some employers to change the

Over the past decade, business owners have been overwhelmed by a plethora of arrangements designed to reduce the cost of providing employee benefits and taxes, while simultaneously increasing their own retirement savings. The solutions ranged from

As the trifecta of holiday madness approaches, maintaining retirement plans can fall by the wayside. Benefit Plans Plus recently published a year-end retirement plan checklist outlining major annual notices plan sponsors are required to give

Looking for a potential source of revenue? There's an opportunity for brokers doing business in and around San Francisco to pick up some incremental business based on a recent court decision. Hopefully dedicating five minutes to read this will

Imagine that a client - a 42-year-old manager of a privately held company - calls you, concerned and seeking advice. He says: "I've been offered ...

On April 15 the House passed the Taxpayer Assistance and Simplification Act of 2008. The provision must now be taken up by the Senate where its prospects are less certain, and the Bush administration has already indicated that it would veto the

These are unusual economic times.Confirmation of that fact can be found in recent reports of increased retirement plan "liquidity events" - i.e., loans, withdrawals and ...

Continued from Allan's article in last week's Benefits Selling Weekly. What is the one major liability most employees face over their lifetimes that is almost always uninsured? The cost of long-term care is reportedly the largest unfunded liability