Search Results For irs AND benefits

A New Window into Business Insurance Market Data

Peter Westerman | March 01, 2004

It seems like forever that financial professionals have talked about "marketing and sales" in the same breath, but in reality most professionals practice 99% sales ...

Stay Abreast of Changes in Non-Qualified Plans

Peter Westerman | March 01, 2003

FreeERISA.com offers several databases that can help you identify companies in your market that offer qualified retirement plans. They also offer one database of "Top ...

Prospect Among Terminating Plans by Solving "Notification" Problems

Peter Westerman | November 01, 2002

Last month, we offered ideas on how to use FreeERISA's 5310 database of terminating pension plans to generate leads in your market. This month, let's ...

News

IRS: CU Friendly?

Peter Westerman | February 19, 2002

The IRS is seeking help from credit unions, and credit unions are obliging as they are reaping ancillary benefits. See story page 4.

IRS seeking to build cooperative relationship with credit unions

Peter Westerman | February 19, 2002

ATLANTA, Ga - The IRS, long seen by many Americans as a notorious and heartless agency, is seeking credit unions' help in an effort which could put more money in the pockets of low income and middle income Americans and bring more members to credit unions, particularly community development credit...

"Catching the CU Spirit" involves helping out relief efforts

Peter Westerman | October 30, 2001

WEST PALM BEACH, Fla. - The spirit of giving seems to have really grabbed the hearts of many in credit union-land. Whether it is for the September 11th relief efforts or to celebrate International Credit Union Day here is a look at how credit unions are pitching in: * Empire...

As CUs look for new ways to compensate execs, will "phantom" stock plans take hold?

Peter Westerman | September 25, 2001

WASHINGTON - On its face a "phantom" stock plan doesn't sound like something that would have much of a chance in the non-profit credit union industry, but as competition for CU execs becomes more fierce it and other like plans may become a compensation option considered by more credit unions....

O'Rourke, Sacher, Moulton merges with RSM McGladrey & Pullen

Peter Westerman | August 14, 2001

BRISBANE, Calif. and BLOOMINGTON, Minn. - O'Rourke, Sacher & Moulton (OSM), the leading credit union auditing and consulting firm in the U.S. has merged with RSM McGladrey, a leading accounting, tax and consulting firm for mid-size companies in the U.S. The merger, effective August 1, combines O'Rourke's 550 credit union...

CO-OP, Access Cash double surcharge-free ATMs

Peter Westerman | July 31, 2001

ONTARIO, Calif. - While the IRS is handing out advanced tax refund checks, the CO-OP Network is offering members more surcharge-free ATMs. Through an agreement with St. Paul, Minnesota-based Access Cash International, Inc., a provider of self-service financial products, CO-OP Network's nine million cardholders now have 12,000 surcharge-free ATMs in...

CUNA testifies before the IRS on reporting of interest to nonresident aliens

Peter Westerman | July 03, 2001

WASHINGTON-CUNA Associate General Counsel Mary Dunn testified before the Internal Revenue Service (IRS) in opposition to its proposal on reporting of deposit interest paid to nonresident aliens. Dunn was the only credit union representative to testify. "We don't know how horrendous this is going to be," Dunn told Credit Union...

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