Entries for 2011

Great Outcomes: A Newsletter for Retirement Plan Sponsors - February 2011

 February 1 2011
“Retirement readiness” is the term used in a December 2010 Deloitte survey of 653 plan sponsors. Asked “Do you feel an obligation to prepare your employees for retirement?”, 62 percent of respondents said yes, that their responsibility includes taking an interest whether employees are tracking towards a comfortable retirement.

Investment Insight - First Quarter 2011

 January 1 2011
Wishing you a happy and prosperous New Year. Thank you for your continued business. If you know of anyone who could benefit from our services, please forward this newsletter to them.

More Estate & Gift Tax Provisions

 January 1 2011
As reported in previous alerts, the "Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010," which was signed by the President on December 17, extended - for an additional two years, through 2012 - most of the provisions of two major bills that were scheduled to expire at the end of 2010: the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA); and the Jobs ...

Benefits News - First Quarter 2011

 January 1 2011
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 was passed and signed into law on December 17, 2010. The act centers on a temporary, two-year reprieve from the sunset provisions of the 2001 EGTRRA law better known as “The Bush Tax Cuts.” The new law dictates how estates will be taxed and many important items have changed immensely.
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