Serving Jackson and Surrounding Communities for Over 100 Years

SAME-SEX MARRIAGE RULING HAS WIDE-RANGING EFFECTS

As you most likely know by now, last month the U.S. Supreme Court issued its long-anticipated ruling regarding the issue of whether same-sex couples have the right to marry. Before the Court’s decision, there were countless unknowns and inconsisten… Read More
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RECENT DEVELOPMENTS WITH RETIREMENT PLANS AND FIDUCIARIES

There have been two significant developments affecting the operation of qualified retirement plans recently.  First, on April 14th, the Department of Labor released its long-awaited proposed regulations (“DOL Regulations”) describing the circums… Read More
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Retirement Contributions Update

The Internal Revenue Service recently announced the new dollar limits on benefits and compensation for defined contribution retirement plans, including 401(k) plans. The new limits will be effective for individuals as of January 1, 2012 and for all p… Read More
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Retirement Plan and IRA Updates

Required Minimum Distributions resume in 2010 – Although Congress suspended the requirement that Required Minimum Distributions (RMD) be made in 2009 as a result of the economy, it does not appear that Congress will continue this benefit for 2010 a… Read More
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New Source of Venture Capital

Are you looking for a new source of venture capital to start a new business? The IRS, through a private letter ruling, has approved the use of retirement plan benefits to fund a new business start up. Let’s assume that you have retirement benefits… Read More
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401(k) Planning in a Down Economy

With the current economic downturn, many employers are faced with the economic reality of being unable to continue the safe harbor matching contribution or non-elective employer contribution for their 401(k) plans. The mid-year termination of a safe… Read More
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Retirement Plan Contribution Limitations for 2009

While the stock market decline over the last year has made many people concerned about continuing to contribute to their 401(k) plan account, history has shown that a disciplined and consistent plan of investment is the best policy over time through… Read More
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Amendment of Qualified Retirement Plans

Many employers maintain one or more qualified retirement plans for their employees. The most popular qualified retirement plan is the 401(k) Profit Sharing Plan. All qualified retirement plans are required by law to be in writing and must include num… Read More
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