Please join
Alex Brucker
&.
SBCA-P AC* ASPPA PAC
For a reception honoring
Senator Max Baucus
Friday, February 22, 2013 — 10:30 a.m.
Beverly Hilton-Roxbury Room
9876 Wilshire Boulevard
Beverly Hills,
… Continue readingPlease join
Alex Brucker
&.
SBCA-P AC* ASPPA PAC
For a reception honoring
Senator Max Baucus
Friday, February 22, 2013 — 10:30 a.m.
Beverly Hilton-Roxbury Room
9876 Wilshire Boulevard
Beverly Hills,
… Continue readingGruber v. PPL Retirement Plan is a Pennsylvania federal district court case and, as such, it might not be on the radar screen of California family law attorneys. Yet, it usefully demonstrates how retirement plan officials might interpret a QDRO in light of transactions that were not contemplated when the QDRO was entered.
… Continue readingWSJ.com — Now He’s After Your 401(k)
The White House pulls a switcheroo on retirement savings accounts.
How many times have you read financial-advice stories lecturing you to max-out on your IRA, save as much as you can in your 401(k), and even pay taxes now to change your regular IRA into a Roth IRA that will be tax-free until you die?
… Continue readingSix years ago, on April 22, 2008, as a twenty-year member of ASPPA and a Director of the Small Business Council of America, I filed a Position Paper with the Internal Revenue Service TE/GE entitled, “The Time is Now to Remedy the Inequity Applied to American Small Businesses Respecting the Late Filing of IRS Form 5500-EZ.” The Position Paper set forth what I believed would be the most reasonable and equitable remedy to the application of late filing penalties to “employer-sponsors” for the failure to timely prepare and file IRS Form 55–EZ.
… Continue readingClick this link to read about a special ESOP plan that benefits everyone involved.
… Continue readingPresident Obama’s Fiscal Year 2014 budget contains a provision which proposes to eliminate the Internal Revenue Code Section 404(k) deduction, which allows a deduction for dividends paid on certain employer securities. The ESOP Association expressed disappointment with this proposal.
Click below to read the articles on ESOPAssociation.org and PLANSPONSOR.com.
… Continue reading