Month: May 2013
How to Scratch that Match
May 23, 2013
Posted by Saaib Uppal, CPA As discussed in one of our previous blog entries, the IRS updated its regulations in 2009 to allow for the reduction and/or the suspension of safe harbor non-elective contributions if certain situations are in play. But, what should be the course of action for the employer who wishes to reduce/suspend a … Continued
A Primer on Forms of Distribution – Questions at Funerals
May 09, 2013
In my previous two blogs, I discussed qualified plan distribution options for my cousin Mike, my contemporary, and my Aunt Mary, a Baby Boomer.