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A court determined that when the primary purpose of a stock ownership plan is something other than deferring income or providing retirement income, ERISA may not govern.
April 5Robinson+Cole -
Outcomes were generally positive and can be used by advisers to help clients get more out of the program.
April 5PeopleKeep Inc. -
Making plans transferable from employer to employer can help clients attract and retain top talent.
April 5Portability Services Network and Retirement Clearinghouse -
The agency uses Letters 226J and 227 to assess ACA penalties from employers, and clients who receive them could have millions at stake.
April 4Trusaic -
Making the leap from paper to computer can transform the process of offering plan options and managing the program.
April 4Corporate Synergies -
These vehicles are already popular, but advisers can help encourage even greater participation and savings.
April 3NueSynergy -
Addressing musculoskeletal disorders could cut presenteeism and other medical costs in large and small workplaces.
April 2Foundation for Chiropractic Progress -
By taking these into account, advisers can do a better job of helping employees prepare for their golden years.
April 2Unified Trust Company -
GAO requests that the IRS clarify how taxpayers report their participation to gain understanding of plans that could lead to exemption.
March 29Groom Law Group -
Hailed as a more rational way for employers to pay for healthcare, the case highlight’s the strategy’s risks.
March 28BerniePortal