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Consider your options with nonvested participant forfeitures
August / September 2017
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 332
Abstract: Employee benefit plans provide a combination of vested and nonvested assets. When employees leave a company before their matching 401(k) contributions have vested, they forfeit those amounts. This brief article reviews the options available to plan sponsors when dealing with these assets.
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Why buy-sell agreements are critical for dealerships
Summer 2016
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 332
Abstract: Part of a dealer-owner’s responsibilities is to plan for worst-case scenarios. One such situation is the owner’s sudden death or disability, or the death or disability of a partner. Creating a buy-sell agreement is one of the best ways to prepare for such an event. This article discusses the basic elements of this legal document and how it’s funded.
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Estate Planning Pitfall – You jointly own property with a family member
October / November 2015
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 332
Abstract: A common estate planning mistake that many people make is to own property jointly with a child or other family member. True, adding a loved one to the title of your home, bank account or other property can be a simple technique for leaving property to that person without the need for probate. But any convenience gained is usually outweighed by a variety of negative consequences. This brief article details three possible negative outcomes of owning property jointly with a family member.
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Moneylines: News briefs for businesses
August / September 2012
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 332
Abstract: In this issue, “Moneylines” describes how internal auditors are shifting their main focus away from Sarbanes-Oxley act compliance; an increasing tendency by small to midsize businesses to loosen their purse strings; and the efforts of a substantial number of companies to operate more sustainably.
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Moneylines: News Briefs for Businesses
Year End 2010
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 332
Abstract: In this issue’s “Moneylines,” we tip readers off to the SBA’s disaster preparedness program, cite the results of a recent study indicating 401(k) loans and hardship withdrawals have been on the upswing, and reveal data from another report that may indicate more companies are moving into overseas markets.
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Cautious spending – Are your borrowers in the survival mode?
January / February 2009
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 332
Abstract: As businesses continue to face economic uncertainty, rising costs and tighter credit standards, many are revisiting their capital spending budgets and prioritizing purchases to weather the storm. This article discusses cost-saving alternatives borrowers should consider before they’re approved for a new loan or a credit-line increase.