Search Results

Imagine that a client - a 42-year-old manager of a privately held company - calls you, concerned and seeking advice. He says: "I've been offered ...

On April 15 the House passed the Taxpayer Assistance and Simplification Act of 2008. The provision must now be taken up by the Senate where its prospects are less certain, and the Bush administration has already indicated that it would veto the

These are unusual economic times.Confirmation of that fact can be found in recent reports of increased retirement plan "liquidity events" - i.e., loans, withdrawals and ...

Continued from Allan's article in last week's Benefits Selling Weekly. What is the one major liability most employees face over their lifetimes that is almost always uninsured? The cost of long-term care is reportedly the largest unfunded liability

To help clients evaluate tax-advantaged strategies, it helps to have an understanding of their marginal income tax rates. Under our progressive tax system, this is ...

For financial professionals who wish to prospect in the retirement plan market, the most valuable public data source is a Form 5500 that the U.S. ...

In my book 12 Steps to Your Personal Success in the 401(k) and Small Plan Market, I observe that one of your major prospecting challenges ...

One of the most important developments in the history of U.S. retirement plans continues to unfold and will keep getting more interesting in the months ...