764
Showing all 11 results
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Education is key to participation in retirement plans
Year End 2013
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 764
Abstract: Almost any article on retirement savings efforts reaches the same conclusion: We aren’t saving enough. One reason is that not all employees are taking full advantage of their employer’s retirement savings plan. This article discusses ways to increase employee participation. The process begins with educating employees, but it’s also important that the employer plan include six particular elements. A sidebar explains how participation by non–highly compensated employees benefits highly compensated employees.
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When two become one – Understanding the ins and outs of physician practice consolidation
Spring 2013
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 764
Abstract: Recently projected trends in health care provider reimbursement and regulation will likely motivate practice consolidations. This is a solution midway between hospital employment and total independence in a small group practice. But it’s best pursued through a strategic planning process that follows a natural sequence of phases. This article discusses how to get started, develop a timetable, and implement the merger. A sidebar looks at alternatives to consolidation.
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Outsource your nonprofit’s accounting functions — maybe
February / March 2013
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 764
Abstract: At some point, a nonprofit might consider outsourcing the functions that fall under its accounting and financial umbrella. But, as this article explains, it’s important to weigh the pros and cons before making this important decision. The cost of outsourcing accounting functions might equal or even exceed that of an experienced internal accountant — or it may cost less. Outsourcing only some functions could be a solution for some nonprofits.
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War games: Imagining the worst to realize the best
August / September 2012
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 764
Abstract: In approaching an M&A transaction, it’s natural to assume that everything will go according to plan. But it’s important to think strategically and consider how things could go terribly wrong. One worthy exercise is to anticipate and analyze various worst-case scenarios so as to head off deal-destroying errors. This article discusses potential traps for buyers and for sellers.
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Controlled by the IRS – What you need to know about controlled groups
June / July 2011
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 764
Abstract: Do you know how a “controlled group” affects your qualified plan? To deter attempts to use multiple businesses to evade IRS requirements, such as discriminating in favor of highly compensated employees, ERISA requires plan sponsors to identify all participating employers. Plans must account for all employees in a controlled group to pass certain discrimination and participation tests. This article defines the different types of controlled groups and summarizes their impact.
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Battle of the documents – What if your summary plan description and plan document differ?
February / March 2011
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 764
Abstract: Generally, an underlying plan document (UPD) and summary plan description (SPD) govern retirement plans. What happens when these documents differ? Which one takes precedence over the other? And what’s the plan sponsor’s responsibility? This article answers these questions. Washington v. Murphy Oil USA, 497 F.3d 453 (5th Cir. Aug. 16, 2007) Jobe v. Medical Life Ins. Co., 598 F.3d 478 (8th Cir. Mar, 19, 2010)
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Are your distribution consent notices up to date?
Year End 2009
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 764
Abstract: The Pension Protection Act of 2006 (PPA) mandated that plan sponsors give qualified retirement plan participants notice about the distribution of their benefits when the distribution requires the participant’s consent. The IRS has recently proposed regulations that provide guidance on the information that plan sponsors must include in this distribution notice. This article explains how the regulations affect the content and timing of the distribution notices to ensure that participants are fully aware of the consequences of taking an immediate distribution and failing to defer.
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Is your plan ready for automatic enrollment? IRS issues final regulations
August / September 2009
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 764
Abstract: Final IRS regulations now in effect encourage greater retirement plan participation through two types of automatic enrollment arrangements: qualified automatic contribution arrangements (QACAs) and eligible automatic contribution arrangements (EACAs). This article provides some highlights of each arrangement.
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When to pull the plug — or not
March / April 2009
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 764
Abstract: What should you do when a borrower misses a payment, defaults on loan covenants or fails to hit its performance targets? Some borrowers will surprise you and pull out of a troubled patch. But others will bleed to death if you let them. Being aware of certain characteristics can help you differentiate between these extremes.
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Going for broke – Dealers weighing bankruptcy face difficult choices
Spring 2009
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 764
Abstract: The National Automobile Dealers Association (NADA) reports that one in ten dealers will close this year, assuming no manufacturers go under. If the federal bailout doesn’t meet expectations, that estimate could skyrocket. But there are different kinds of bankruptcy, and even options short of that. Dealers who tackle their problems early have a fighting chance against Chapter 7.
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Precise estimate needed for human capital value
March / April 2008
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 764
Abstract: Most business owners can attest to the substantial time and expense involved in attracting and retaining quality talent. Yet from a valuation perspective, owners and their attorneys often need a more precise estimate of the value of a company’s human capital. This article discusses the variety of methods and approaches appraisers may use to come up with a well-founded, reliable workforce value. (Updated 5/21/12)