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
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.
April 25, 2013
In my previous blog, I discussed how my cousin Mike could receive a hardship distribution or a terminating distribution, even though he would not be able to avoid the early distribution penalty.
April 11, 2013
I grew up in a small family, but my sister and I enjoy a large extended family that always gathers for every celebration, large or small. Being an accountant at these gatherings […]