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  • DOL stresses plan auditor experience

    April / May 2016
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 350

    Abstract: Generally, plans with at least 100 participants must provide an audit report when filing IRS Form 5500. A recent analysis of private audits of Forms 5500 conducted by the U.S. Department of Labor (DOL) suggests the importance of ensuring that a plan’s audit is conducted by a well-qualified auditing firm. This brief article highlights the DOL’s findings.

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  • Estate Planning Pitfall — Your family doesn’t know where to find your records

    October / November 2012
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 350

    Abstract: If a person dies suddenly, family members will need to know where to locate his or her will, trusts, life insurance policies and other critical estate planning documents — along with bank and brokerage accounts, IRAs or other qualified retirement plans, mortgages and other loans, real estate documents, tax records, and automobile titles. This article offers a list of tips for keeping important documents secure and accessible.

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  • 21st century financial services – Go online to manage your personal finances

    November / December 2009
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 350

    Abstract: Today, the Internet affects almost all facets of many people’s lives, including managing their personal finances. There’s a wealth of information literally at one’s fingertips, including current bank account balances and up-to-the-minute stock prices. Two important vehicles for online management are banking sites and podcasts.

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