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Retirement Plan Committees for 401(k) and 403(b) Plans

Committees | February 28, 2014

A retirement plan committee is responsible for making many of the decisions regarding the plan and its members are the primary named fiduciaries of the plan. Learn More >

MyRA

Margaret W., QKA | MyRA | February 28, 2014

New Retirement Savings Account Option. Learn More >

Kentucky Child Support Laws and Retirement Plan Distributions

Laura L., CPA, QKA | Kentucky State Law | January 30, 2014

Employers may be required to report certain terminated employees to the state Child Support Office. Learn More >

Highly Compensated Employees and Key Employees

Highly Compensated and Key Employees | January 30, 2014

How are HCEs and Keys defined and what tests are based on these classifications of employees? Learn More >

Advantages and Disadvantages of a 1042 Election

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | January 30, 2014

A 1042 Election can have significant tax advantages for the seller to an ESOP, but there are strict requirements related to this election, as well. Learn More >

Promoting Success with Employee Stock Ownership Plans

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | November 27, 2013

Some feel that in the coming decades the ownership to be promoted will be an employee’s ownership in his or her employer – through Employee Stock Ownership Plans (ESOPs). Learn More >

Tax Consequences of Plan Disqualification

Disqualification | October 19, 2013

If a plan is determined to be disqualified by the Internal Revenue Service (IRS), more than just the employer is affected. Learn More >

Helpful Statistics

Statistics

The following organizations provide useful statistical information. Learn More >

Disability and Workers Comp Considerations in Plans

Disability | July 31, 2013

Unfortunately, there may be a time when you will have to deal with a situation in which an employee becomes disabled. Learn More >

Price Protection in ESOPs

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | July 27, 2013

A unique problem arises when the owners of a company are ready to sell more shares to the ESOP, and they want the ESOP to borrow money in order to purchase the shares. Learn More >

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