Tax law changes prompt rise in rabbi trusts
- Simple Opportunity Knocks... // Journal of Financial Planning;Feb97, Vol. 10 Issue 1, p15
Reports on a Fidelity Investments survey which found that only a third of small-business owners who view the importance of helping their
- Companies spend more on retirement. Boles, Margaret; Sunoo, Brenda Paik // Workforce;Feb98, Vol. 77 Issue 2, p21
Focuses the growing retirement benefit spending among businesses according to an August 1997 findings from William M. Mercer Inc. Percentage of global companies with expanded benefits programs; Improvement of management agreements for retirement plans.
- Who gets custody of the 401(k) funds? Gatland, Laura // Crain's Chicago Business;03/17/97, Vol. 20 Issue 11, pR6
No abstract available.
- Designing qualified retirement plans to maximize wealth accumulation. Wasserstrum, David // CPA Journal;Aug98, Vol. 68 Issue 8, p61
Describes retirement plans designed to maximize tax shelter and wealth accumulation for business owners and executives. Defined benefit pension plans; Description of the cash balance plan as another type of defined benefit plan; Age-sensitive contribution allocation techniques in a...
- A new era for executive retirement benefits. MacDonald, William // Corporate Board;Nov/Dec90, Vol. 11 Issue 65, p22
Discusses various aspects of the Supplemental Executive Retirement Plan (SERP) in the United States. Taxation issues; Benefits of self-funding; Funding problems encountered by some corporations.
- Postretirement healthcare benefit rules require careful study. Brotman, Billie Ann // hfm (Healthcare Financial Management);Mar94, Vol. 48 Issue 3, p66
No abstract available.
- Nonqualified benefit programs help recruit and retain physicians. Nolan, Michael E. // hfm (Healthcare Financial Management);Dec94, Vol. 48 Issue 12, p30
Examines nonqualified retirement plans and how they can be used by healthcare organizations to supplement qualified plans benefits. Deferred compensation; Variable life plan; Bonus plan; Charitable remainder unitrust with partial gross-up; Welfare benefit plans; Severance pay plan.
- Retirement homes offer programs to fund long-term care. Shankle, Greta // Indianapolis Business Journal;2/21/94, Vol. 14 Issue 48, Focus p4B
Discusses programs offered by retirement communities to help provide continuing care. Types and prices of program; Scheme; Eligibility.
- The public interest and the switch to DC plans. McEntee, Gerald W. // Pensions & Investments;06/23/97, Vol. 25 Issue 13, p12
Opinion. Comments on the March 31 1997 commentary in the `Pensions and Investments' magazine, relating to Michigan's landmark legislation that would likely lower the retirement benefits for many of the states' future retirees. Reasons the author believes this legislation is bad for state...