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For decades, tax-deferral has been one of the simplest and most powerful ideas advocated by financial professionals. It goes like this:"Why pay income tax now ...

The American Recovery and Reinvestment Act of 2009 carries a lot of changes for employers, not the least are changes to COBRA coverage. Under the new law, eligible employees who were enrolled in their employers' health plans when they lost

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