Newsletters

Focus Newsletter October/Novermber 2012 Digital mail offers convenience, less clutter. Employee Benefits Update October/Novermber 2012 Employees seek more security, yet take more responsibility. Focus Newsletter August/September 2012 How PEOs can help you handle employeerelated tasks. Employee Benefits Update August/September 2012 Questions to ask when reviewing service providers. Focus Newsletter June/July 2012 How to exchange services while growing your company. Employee Benefits Update June/July 2012 Are target date funds right for your plan? Focus Newsletter April/May 2012 Use umbrella insurance to protect your family and assets. Employee Benefits Update April/May 2012 DOL releases electronic disclosure enforcement guidance. Focus Newsletter February/March 2012 How to lead your team effectively. Employee Benefits Update February/March 2012 Understand the ERISA fiduciary exception to the attorney-client privilege. Focus Newsletter Year End 2011 How to keep business ethics front and center. Employee Benefits Update Year End 2011 What you need to know about top-heavy testing. Focus Newsletter October/November 2011 Income and expenses and AMT — oh my! Employee Benefits Update October/November 2011 Setting sail to a safe harbor. Focus Newsletter August/September 2011 Tax-advantaged health care payment options. Employee Benefits Update August/September 2011 Name that fiduciary. Focus Newsletter June/July 2011 The ABCs of RMDs. Employee Benefits Update June/July 2011 DOL issues regulations for service providers’ disclosures. Focus Newsletter April/May 2011 Why 2011 may be a great year to invest in your business. Employee Benefits Update April/May 2011 What employers should know about traditional and Roth IRAs. Focus Newsletter February/March 2011 Tax saving opportunities plentiful under 2010 Tax Relief act. Employee Benefits Update February/March 2011 What’s Congress done for benefits lately? Focus Newsletterccc Year End 2010 Make noncash donations when cash flow is a problem. Employee Benefits Update Year End 2010 Back to the future. Focus Newsletter October/November 2010 Tax changes on the horizon. Employee Benefits Update October/November 2010 Fiduciary 101. Focus Newsletter August/September 2010 HIRE Act incentives require action by year end. Employee Benefits Update August/September 2010 How will health care reform affect your plan? Focus Newsletter June/July 2010 Fact finding mission. Assessing customers’ creditworthiness. Employee Benefits Update June/July 2010 Know your plan limits. Taking the confusion out of differing plan limits. Focus Newsletter April/May 2010 Moving day. Your new home state can change your tax circumstances. Employee Benefits Update April/May 2010 Retirement plan expenses. Getting better value, not just cheaper services. Focus Newsletter February/March 2010 This for that. Barter makes a comeback in today’s economy. Employee Benefits Update February/March 2010 The retirement benefits road ahead. What employees want, what employers should consider providing. Focus Newsletter Year End 2009 Collaborative management can boost a family business’s profitability and its nonfamily employees’ sense of self-worth. Employee Benefits Update Year End 2009 Plan fees and their disclosure. Focus Newsletter October/November 2009 Selecting the right specialists for your plan. Employee Benefits Update October/November 2009 Preparing for any business scenario. Focus Newsletter August/September 2009 Does your retirement future look as bright as it used to? Employee Benefits Update August/September 2009 IRS simplifies timing of taxes on ADP corrections. What you need to know about COBRA coverage. Focus Newsletter June/July 2009 How to curtail employee fraud Employee Benefits Update June/July 2009 401(k) Match suspensions. What does it mean to sponsors and plan participants Focus Newsletter April/May 2009 Improving your collections to help secure cashflow Employee benefits update April/May 2009 "Cross-tested" plans offer advantages to plan sponsers. Focus Newsletter February/March 2009 Don't underestimate the power of giving Employee benefits update February/March 2009 Cost vs. reward in Roth 401(k)s, US Supreme Court permits participants to sue for 401(k) losses, and much more Focus Newsletter Year End 2008 Year end business planning, with some timely tips to tame the tax tiger Employee benefits update Year End 2008 Take advantage of automatic enrollment in safe harbor plans Focus Newsletter October/November 2008 Saving for college: Study your options and plan ahead Employee benefits update October/November 2008 In-Service distributions. "WRAP" welfare benefit plan documents, and much more Focus Newsletter August/September 2008 3 depreciation tips you'll appreciate Employee benefits update August/September 2008 Defining the roll of a plan fiduciary Focus Newsletter June/July 2008 How can you make the most of Social Security Employee benefits update June/July 2008 Does your benefit plan require a Form 5500 audit? Focus Newsletter April/May 2008 Take aim and fire. How market research can help you focus on the target Employee benefits update April/May 2008 It's not over until it's over. How to terminate a qualified plan. Employee benefits update February/March 2008 Break-in-service rules and returning employees Focus Newsletter February/March 2008 Healthy Computers = Better Performance Focus Year End 2007 December 2007 There is still time to reduce your 2007 taxes Employee benefits update Year End 2007 Put your investments in the right place. Common options for retirement plans Focus Newsletter October/November 2007 Bits and bytes: Electronic data storage solutions Employee Benefits Update October/November 2007 Know your retirement plan service providers Focus Newsletter August/September 2007 Make your estate more liquid with life insurance Employee Benefits Update August/September 2007 New exemption allows eligible investment advice arrangements Focus Newsletter June/July 2007 Tax planning ideas for 2007 and beyond Employee Benefits Update June/July 2007 Do yours meet the new requirements? Focus Newsletter April/May 2007 10 strategies to help you build and preserve your family's wealth Employee Benefits Update April/May 2007 Changes that every employer need to know about Focus Newsletter February/March 2007 Having trouble keeping your employees? 9 ways to plug the drain. Employee Benefits Update February/March 2007 When your plan year isn't the calendar year