Posts tagged ‘IRS’

Stepping Out On Your Own



If you’ve always dreamed of starting your own business – maybe it’s a 2014 New Year’s resolution – you’re certainly not alone. Owning a business is a great way to take control of your career. It gives you the opportunity to set your own rules and do what you truly enjoy. Still, giving…

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From Frozen to Terminated—the Administrative Process



In my last few blog posts, I’ve talked about the key events involved in executing a defined benefit (DB) plan termination. Those events are: Execute on your asset allocation strategy. Dynamic Asset Allocation is a common method used to help reduce risk as a DB plan approaches termination.…

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