1/25/12 - Fee Disclosures - A Detailed Overview for Plan Sponsors & Their Advisors
1/10/12 - Lanning Turner, ERPA QPA with Congressman Daniel Webster discussing Pension Plans
12/30/11 - Doing the Right Thing and Working Together
12/19/11 - 2012 Key Administrative Dates & Deadlines for Calendar-Year DC Retirement Plans
12/6/11 - Merger's & Acquisitions Related to Retirement Plans
10/20/11 - IRS Announces Pension Plan Limitations for 2012
3/2/11- Sandy made the NFIB news with Marco Rubio! See attached link to the article!
2/23/11 - IRS Winter Edition of Retirement News for Employees
2/4/11 - Working Smart Campaign for CPA's
2/3/11 - Dave Ramsey FPU Classes Starting Soon!
1/27/11 - Dave Ramsey Financial Peace University
1/19/11 - The Pension Protection Act Blog
1/19/11 - Cash Balance Pension Plans Fact Sheet
1/19/11 - Cash Balance Plans Questions & Answers
12/29/10 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
12/2/10 - IRS Releases Guidance on In-Plan Roth Conversions
10/28/10 - IRS Announces Pension Plan Limitations for 2011
10/21/10 - October Letter from the President - "Top 401(k) Errors According to the IRS"
10/08/10 - State Allocation of Funds
10/06/10 - Urgent Request for Extension of 2009 Form 5500 Submitted to DOL/IRS By AICPA
10/06/10 - Urgent Request for Extension of 2009 Form 5500 Submitted to DOL/IRS By ASPPA
09/24/10 - New Law Provides In-Plan Roth Conversion Option
09/24/10 - Small Business Jobs Act and 1099 Reporting
09/14/10 - Reduce Your Taxes and Increase Your Savings With a Cash Balance Plan
08/27/10 - Abusive Tax Avoidance Transactions & Emerging EP Compliance Issues
08/16/10 - Bruce O'Donoghue for Congress in Orlando District 8
08/12/10 - New IRS Proposed RegulationsWill Affect Form 5500 Preparers
08/03/10 - Letter from the President -" Lost Opportunity"
07/22/10 - Pension Update and What's Happening Now!
07/15/10 - Small Business Tax and Lending Relief
07/02/10 - Treasury's Paperless Initiative: What Small Businesses Need to Know
07/01/10 - Working Smart Campaign for Financial Planner's
07/01/10 - Working Smart Campaign for CPA's
06/28/10 - SIMPLE IRA PLAN CHECKLIST
06/22/10 - Is your TPA an un-enrolled preparer?
06/07/2010 - Compliance Check Questionaire Project
06/07/2010 - 401(k) Questionaire