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Investment Advisor October 2005 Kathleen M. McBride	Retirement Plan Advisor: What's Old is New Traditional defined benefit (DB) plans are getting a new lease on life. There is an opportunity for advisors to help clients who own small businesses to set up a DB plan.
Commercial Investment Real Estate Nov/Dec 2002 Jennifer Gregor	Review Tax Changes to Maximize Employee Benefit Plans The Economic Growth and Tax Relief Reconciliation Act of 2001 contained numerous changes to fundamental retirement plan rules for small businesses.
Financial Advisor December 2005 Jeffrey H. Rattiner	The Small Business Retirement Choice Depending on the needs of the business owner, many options are available. The way to proceed is to make sure that the appropriate selection of a plan(s) is dependent upon the client's objectives.
Financial Planning January 1, 2006 Lawson & Bloom	A Hybrid Future Financial advisers should learn how the new DB(k) plan could make retirement offerings easier and more affordable for small-business owners.
Commercial Investment Real Estate Jan/Feb 2015 Mary Stark-Hood	2015 Tax Law Changes As individuals and companies plan for 2015, certain tax issues must be considered in personal and business financial planning. Here is a summary of changes to benefit plan contributions.
Investment Advisor May 2009 Melanie Waddell	New IRS DB Funding Rules The Internal Revenue Service recently issued regulatory guidance on defined benefit pension plans that provides some needed relief for DB plan sponsors.
The Motley Fool October 5, 2005 Tom Taulli	Small Business, Big Nest Egg Small-business owners have many retirement-plan options, for themselves and their employees. But retirement plans are far from simple. Which one is right?
Investment Advisor February 2007	News & Products The Tax Relief and Health Care Act... 401(k) participants would rather get advice from an advisor... How the IRS will process determination letters for cash balance and other types of hybrid defined benefit pension plans...etc.
Financial Advisor October 2011 Matt Greco	Adding It Up Many companies are unaware of recent changes that make defined benefit plans more attractive.
The Motley Fool June 23, 2006 Dan Caplinger	Retirement Planning for Small-Business Owners Business owners are uniquely placed to take advantage of some retirement-plan options that most employees don't get to choose from.
CFO August 1, 2002 Kris Frieswick	Honey, I Shrunk The 401(k) The bear market has clobbered 401(k) accounts -- and could spark a revival of defined benefit plans.
The Motley Fool October 20, 2006 Dan Caplinger	Are You a Bad Investor? Learning about investing and financial planning isn't always easy, but it's part of being a responsible adult member of society. Workers owe it to themselves to take advantage of the numerous options at their disposal to help them make the most of their savings.
Financial Planning May 1, 2007 Ed Slott	She Said, They Said Can your financial advisory client actively participate in a company's retirement plan without being active in the plan?
Financial Advisor July 2004 Dorothy Hinchcliff	Dusting Off Defined Benefit Plans Financial advisors now have what may seem like an unlikely tool to help some clients catch up fast for retirement and defer thousands in taxes.
Financial Advisor July 2005 Jeff Berends	Big Savings For Small Employers Individual defined benefit plans are appealing to the self-employed.
Investment Advisor January 2006 Melanie Waddell	Retirement Plan Advisor: Reform is in the Air Officials in Washington expect Congress to pass legislation early this year that would shore up the nation's ailing pension system and provide tax breaks to encourage retirement savings.
Investment Advisor August 2007 Melanie Waddell	Insuring a Secure Retirement A retirement planning strategy that was popular in the 1980s but fell out of favor is being revived: using life insurance to create personal, defined retirement income, much like a defined benefit plan.
Investment Advisor June 2008	News & Products, June 2008 The Treasury Department and the Internal Revenue Service issues proposed regulations... Charles Schwab and Vanguard both launch new funds... etc.
Investment Advisor October 2006 Susan Hartman	Getting With The Act Here's how the Pension Protection Act of 2006 changes retirement planning and what investment advisors need to know about the tax implications therein. Memo to Nonspouse Beneficiaries... etc.
Financial Advisor May 2007 Ken Ziesenheim	Diamonds In The Rough The new Pension Protection Act offers opportunities for financial advisors, if you know where to dig.
BusinessWeek November 1, 2004 Ellen Hoffman	Time To Do Your Tax Checkup There are a few new wrinkles to consider. Perhaps most notable is the state sales tax vs. state income tax deduction. But there are other things to consider, as well.
Financial Advisor June 2007 Eric L. Reiner	Plan Gets Stamp Of Approval Here's how financial planners can use cash-balance plans to let successful business owners save more for retirement.
Financial Advisor September 2009 John Carl	Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement.
On Wall Street May 1, 2011 Cameron Short	The Doctor Is In And Needs Retirement Planning The threat of the Bush tax cuts expiring in 2010 prompted many high-net-worth individuals to review their qualified plans to ensure maximum income deferral capabilities.
The Motley Fool August 11, 2006 Dan Caplinger	Pension Reform and You A new law will change the way you save for retirement. Assuming that the act is signed into law, the Pension Protection Act of 2006 will provide savers with more options and greater assurance than the current set of incentives.
Knowledge@Wharton February 12, 2003	A "Perfect Storm" of Circumstances Batters Corporate Pension Plans Questions raised about accounting for pension funds have prompted some Wharton faculty and other experts to ask if rules promulgated by the Financial Accounting Standards Board, as well as the Internal Revenue Code itself, may have played a significant part in the strife.
Registered Rep. September 1, 2004 Tracy Byrnes	Flying Solo Defined-benefit plans are making a comeback --- but with a twist.
The Motley Fool December 22, 2006 Roy Lewis	Cut Your 2006 Taxes With the clock quickly winding down to Dec. 31, you'll want to act quickly to reduce your tax bite. Here are some suggestions.
The Motley Fool March 17, 2008 Mary Dalrymple	Do-It-Yourself Retirement What to do when your employer isn't helping.
Entrepreneur November 2006 Scott Bernard Nelson	Dish It Out Pension offerings continue to dissolve, but new laws reward employers whose workers pump up their 401(k)s.
Investment Advisor September 2006 Melanie Waddell	Retirement Planning: Some Good News on Pensions Advisors praise the new Pension Act.
Entrepreneur January 2005 Joan Szabo	Tax-Free Bill of Health Tax-advantaged health-care spending accounts are proliferating and that means more opportunities to save on taxes as well as more ways for businesses to help pay for health costs. Here's a look at how each one stacks up.
AFP eWire September 8, 2009	Ten Tips for Taxpayers Making Charitable Donations Here are the top ten things the IRS wants every taxpayer to know before deducting charitable donations.
The Motley Fool May 13, 2005 Roy Lewis	The New Roth 401(k) Is Here Can this new retirement plan help you?
Inc. April 2008	How to Launch Your Company's 401(k) Plan Introduction to an article that details a step-by-step guide to picking a plan, a primer on the fees you can expect to pay, questions to ask a prospective investment adviser, and resources for further inquiry.
Investment Advisor October 2009 Melanie Waddell	Retirement News The IRS is expected to announce 2010 retirement plan limits on October 15, 2009... The combined net assets of variable annuities in the second quarter jumped more than 11% over the previous quarter... more...
Investment Advisor June 2007 David Juliano	A Win-Win Retirement Plan Nonqualified benefit plans are great opportunities for executives who have maximized their qualified plan contributions. These benefit plans are also attractive recruiting and retention tools for employers.
Investment Advisor June 2010 Marlene Y. Satter	Insurance Update: Easy Monthly Payments (for Retirement) Nationwide's suggestions for retirement income: annuities in 401(k) plans.
National Defense October 2012 Karen L. Manos	Contractors Charging the Federal Government For Pension Contributions Is Not Corporate Welfare In full election-year mode, news media have been awash in articles, blogs and reports urging Congress to stop the "corporate welfare" of reimbursing federal contractors' pension costs.
Financial Planning July 1, 2008 Donald Jay Korn	You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable.
Entrepreneur March 2005 Joan Szabo	Limited Time Only There's still time to save on your taxes, using these tips for small-business owners.
FDIC FYI January 13, 2004 Miller & Ayres	Could a Bull Market Be a Panacea for Defined Benefit Pension Plans? This report describes the serious challenges and outlook facing the Pension Benefit Guaranty Corporation and corporate defined benefit pension plans, and examines the effects on financial institutions insured by the FDIC.
Financial Advisor December 2005 Ken Ziesenheim	Are You Ready For The Roth 401(k)? They are coming in 2006 and may be useful retirement savings tools for high-income clients.
Real Estate Portfolio Nov/Dec 2003 Art Gering	Undefined Contributions Although a large number of companies invest in real estate in their defined benefit plans, many deny their employees the same advantages in their 401(k) plans.
The Motley Fool November 17, 2006 Roy Lewis	Charitable Contributions, Beware! Be aware of the changes ahead regarding charitable contributions. Giving to charity is the right thing to do, and it benefits society as a whole. Don't stop donating just because Congress has ratcheted up the reporting requirements.
Inc. May 2006 Amy Feldman	A Bigger Parachute Eager to boost your retirement fund? Believe it or not, a pension might be the answer.
CFO November 1, 2007 Russ Banham	20/20 View on Managing Pension Liabilities: The Road Ahead Changes in accounting, law, and the lifespan of employees have companies considering outsourcing their defined benefit pension plans.
The Motley Fool January 30, 2004 Roy Lewis	Get Credit for Retirement Contributions Have you missed one of the most valuable -- and overlooked -- tax credits?
The Motley Fool December 22, 2006 Dan Caplinger	Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options.
The Motley Fool February 4, 2005 Roy Lewis	Understanding Your W-2 Form The author offers explanations to make your tax-filing experience a little easier.