In "Enhanced Plan Benefits," a one-hour Webinar on December 3, qualified plan specialist Mary Read, CPC, QPA, explains how the benefits of qualified retirement plans can be made even better with the addition of life insurance. Read more at December 3 Webinar.
For the past 70 years, business branding has been largely guided by principles developed in the 1950s and 1960s, when there were only three television networks, messaging through advertising was easy to control, and information flowed from a few "trusted" news sources to...
More than half of financial advisors surveyed by the FPA for its latest study, "2014 Drivers of Business Growth," didn't give their business development process a passing grade, and only 9 percent described their process as very effective. What's more, only 25 percent of...
Senate Finance Committee Chairman Ron Wyden, D-Oregon, told the Internal Revenue Service and the Treasury Department on Nov. 18 to crack down on "mega IRAs" after a Government Accountability Office report found holders of large IRAs were using alternative investment strategies...
Everyone in the benefits world knows that the Patient Protection and Affordable Care Act is about to create an avalanche of new employee counting, coverage tracking and reporting requirements for employers. But analysts at ACAtrack.net, a PPACA compliance automation firm,...
If the lame-duck session of Congress fails to address the tax extenders, it will fall to incoming House Ways and Means Committee chairman Paul Ryan, R-Wisconsin, to see that they get passed early in the next session of Congress. Tax extenders — temporary tax provisions...
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