April / May

Showing 417–425 of 425 results

  • Practical Perspectives: Key financial issue for you and your family – Getting back to basics with life insurance

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: In this month’s Practical Perspectives, we meet newlyweds Nathan and Penelope, who recently decided they needed a financial advisor. With successful careers and a beautiful home, they had a lot to lose: If one of them died prematurely, the survivor might not be able to pay the mortgage. Among the first topics they discussed with their CPA were the two fundamental types of life insurance: term and permanent.

    Read More

  • Moneylines: News Briefs for Businesses and Individuals

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 476

    Abstract:  This section offers four news briefs about: 1) A recent survey indicating that many businesses lack formal tax risk management strategies, 2) The traits and methods of identity thieves, according to a recent study based on Secret Service data, 3) How e-mail volume for corporate users is expected to rise to flood-like proportions in the near future, and 4) The results of a recent study indicating that baby boomers may not be as ill-prepared for retirement as previously thought.

    Read More

  • Reverse mortgages grow in popularity, availability

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 623

    Abstract: In the past year or so, the word “mortgage” has usually raised negative connotations. Put the word “reverse” in front of it, however, and suddenly you’re referring to one of the more positive personal financing developments in recent memory. This article explores the widening appeal and availability of these personal financing vehicles.

    Read More

  • Risk management – Buy-sell agreements protect companies from themselves

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 715

    Abstract: When business owners speculate about threats to their companies, they often overlook the human beings sitting next to them in the boardroom. An unanticipated ownership change can cripple a company’s ability to make executive decisions. One wise risk management move is creating and maintaining a buy-sell agreement. This article explains why. (Updated 6/11/12)

    Read More

  • How do you spell “success”? – 3 hallmarks of a profitable business

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 987

    Abstract: Every business owner wants his or her company to succeed. Whether one leads a startup or a generations-old enterprise, it’s an easy (and obvious) thing to wish for. But what are the hallmarks of a successful company? This article names three: strong revenues, low production costs and minimal operating expenses. (Updated: 2/9/12)

    Read More

  • Plan fees: Who pays what?

    April / May 2008
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 382

    Abstract: Plan sponsors have a fiduciary duty to monitor the fees charged within the plan, including those charged directly — or indirectly — to participants. ERISA requires only that the plan expenses be reasonable and proper. It’s up to the plan sponsor (fiduciary) to determine whether the employer or the participants will pay any given fee. This brief article discusses when the employer or the participants normally pay the cost of a specific fee.

    Read More

  • Staggering into the new world – The IRS’s new amendment submission deadlines

    April / May 2008
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 690

    Abstract: A few years ago, the IRS established a system for cyclical remedial amendment periods for pre-approved and individually designed retirement plans. Now, the IRS has replaced the original rules with a new set of staggered submission deadlines. This article looks at the differences between the old system and the new system and the deadlines that apply to various plan types.

    Read More

  • The Pension Protection Act of 2006 – Keep your defined benefit plan up-to-date

    April / May 2008
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1029

    Abstract: While 401(k) plans and other defined contribution (DC) plans have become more common over the past 20 years, defined benefit (DB) plans have remained a way for firms to compensate key employees. But the Pension Protection Act of 2006 (PPA) made significant funding changes to DB plans. This article examines the changes that take effect in 2008.

    Read More

  • It’s not over until it’s over – How to terminate a qualified plan

    April / May 2008
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 888

    Abstract: Plan terminations are something most plan sponsors never intend to face. But when terminations do occur, plan sponsors and administrators must follow certain rules and regulations. Failure to do so can result in the loss of the plan’s qualified status after termination. This article discusses voluntary and involuntary terminations, the termination process, requirements under the Pension Protection Act of 2006 and whether a merger of plans constitutes a termination.

    Read More