April / May

Showing 17–32 of 450 results

  • COMPLIANCE ALERT

    April / May 2021
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 114

    Abstract: This feature lists a few key tax reporting deadlines for April and May.

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  • Consolidated Appropriations Act provides hardship relief

    April / May 2021
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 403

    Abstract: It has been several months since Congress enacted the Consolidated Appropriations Act with its embedded retirement plan provisions. This brief article highlights some of its provisions and the approaching deadlines that affect plan sponsors’ ability to take advantage of the law’s relief measures.

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  • IRS compliance checklist – Keep your plan running smoothly and legally

    April / May 2021
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 642

    Abstract: Some IRS compliance requirements for plan sponsors may be more familiar than others. Because knowledge of even the most basic rules tends to vary, the IRS offers a 401(k) plan checklist of the top dozen compliance tasks. This article summarizes the IRS checklist with helpful advice on each point.

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  • Do higher default deferral rates affect opt-out rates?

    April / May 2021
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 665

    Abstract: Some plan sponsors worry about nudging plan participants into a more aggressive retirement savings posture. Research suggests they might not need to be concerned about massive dis-enrollment if they boost the default deferral rate for auto-enrolled participants. This article looks at a couple of studies breaking down the auto-enrollment and auto-escalation numbers.

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  • IRS scrutinizing 401(k) plan loan administration

    April / May 2021
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 824

    Abstract: Although its enforcement priorities are subject to change, the IRS gives plan sponsors a heads up about its intention to focus on areas it considers particularly prone to ERISA noncompliance. One such declared “strategic priority” for 2021 is the administration of plan loans. This article looks at what this may mean for plan sponsors, and a brief sidebar covers IRS self-correction programs.

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  • Estate Planning Pitfall – You haven’t provided a password list to relatives

    April / May 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 243

    Abstract: Those who are relatively young and in good health typically ignore the possibility that they could suddenly and unexpectedly become incapacitated or even die. In a worst-case scenario, their loved ones will be locked out of their online accounts. This brief article explains why it’s important not to make this mistake.

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  • Family advancement sustainability trust – A flexible trust that can achieve many estate planning goals

    April / May 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 564

    Abstract: While, ultimately, a person creates an estate plan to meet technical objectives, such as minimizing gift and estate taxes and protecting assets from creditors’ claims, he or she should also consider “softer,” yet equally critical, goals, such as educating children on how to manage wealth responsibly. This article details how a family advancement sustainability trust can help achieve this goal.

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  • Thinking of moving abroad? Consider the estate tax planning implications before relocating

    April / May 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 763

    Abstract: Considering moving abroad because of a new career opportunity or looking to retire to a warmer climate? If so, it’s critical to consider how the move may affect one’s estate plan. This article explains the income and estate tax ramifications.

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  • Opening up to SLAT opportunities

    April / May 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 778

    Abstract: Estate tax planning can become complicated when multiple parties are involved. For example, one may be concerned about providing assets to a surviving spouse of a second marriage, while also providing for his or her children from a first marriage. Of course, one will also want to take advantage of favorable estate tax provisions in the law. This article details why a spousal lifetime access trust (SLAT) can meet those objectives. A sidebar examines the pitfalls of reciprocal trusts.

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  • News for Nonprofits

    April / May 2020
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 431

    Abstract: This issue’s News for Nonprofits highlights Congress’s end to UBIT on transportation benefits, a new charity rating site called ImpactMatters, and the sale of the .org registry.

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  • 3 steps to effective benchmarking

    April / May 2020
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 609

    Abstract: Benchmarking an organization against set standards for productivity — and, yes, profitability — is a widely recognized method for boosting nonprofit performance. Yet many nonprofits engage in the practice only sporadically, forfeiting some significant benefits. This article eases the process by offering a three-step sequence.

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  • Warding off fraud at your nonprofit – Some simple measures can protect you

    April / May 2020
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 657

    Abstract: Case after case shows that fraud is often committed by the most trusted or tenured nonprofit employees. So to protect the donations and grants entrusted to them, nonprofits must take specific steps to thwart potential fraudsters. This article examines the components of an ethical culture, fraud deterrence policies and common nonprofit frauds.

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  • Succession planning: The future is now

    April / May 2020
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 822

    Abstract: When a senior leader leaves a nonprofit, it can affect every aspect of the organization. Whether the departure is planned, such as a retirement, or is unexpected due to a resignation, termination or death, every nonprofit should have a plan to reduce disruption and ensure continuity. This article discusses putting together a solid succession plan, including determining the requisite qualifications and identifying appropriate candidates. A sidebar discusses the transition period between old and new leaders.

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  • License vs. franchise: What’s the difference?

    April / May 2020
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 395

    Abstract: Some businesses choose to license, rather than franchise, their products or services. Although licensing generally requires less cash to support and maintain than franchising, a licensor may still need access to some capital to support future business aspirations. This article explains that, while a license agreement may be a borrower’s best option, each situation needs to be assessed on a case-by-case basis. It also notes that, before lending to a licensor, the lender should review the current licensing agreements.

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  • A dashboard report sheds light on a loan’s viability

    April / May 2020
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 552

    Abstract: Sorting through a collection of complex and disparate financial data to discern what’s most pertinent to a loan portfolio is both an art and a science. A periodic dashboard report can shed light on potential trouble spots — before it’s too late. This article explains how dashboard reports provide timely, relevant input that can help lenders evaluate the financial status of a borrower, especially if they have specific concerns about the company’s viability.

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  • Think long-term – Relationships are key to retaining borrowers

    April / May 2020
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 573

    Abstract: Online banking is trending and becoming a watchword. Traditional bankers or lenders might be scrambling to catch up and implement the latest technology. But while technology is important, good, old-fashioned relationship building is often the most effective approach to retaining borrowers over time. This article discusses ways lenders can build those relationships, including staying alert for refinancing options or more borrowing opportunities — and keeping in touch with borrowers regularly.

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