Dec 12

Year of the Fiduciary … A December to Remember

Remember St. Nicholas day as a child? You would put your shoes out before going to sleep and in the morning they would be filled with a surprise. On St. Nicholas day 2011, plan sponsors awoke to their own surprise. Unfortunately, not the kind they like. Wal-Mart and Merrill Lynch on December 6th without admitting or denying ...

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Oct 20

In 2012, Many Tax Benefits Increase Due to Inflation Adjustments

WASHINGTON — For tax year 2012, personal exemptions and standard deductions will rise and tax brackets will widen due to inflation, the Internal Revenue Service announced today. By law, the dollar amounts for a variety of tax provisions, affecting virtually every taxpayer, must be revised each year to keep pace with ...

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Aug 10

The Year of the Fiduciary -August 2011- “The Quandary”

Consulting firm Tower Watson surveyed plan sponsors and found “77% of them stated that the greatest challenge they face over the next few years: identifying retirement benefit costs.” Aon Hewitt recently conducted a survey of plan sponsors and this is what was found:  Fees and expenses were rated the most important ...

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Aug 10

Highlights from Characteristics of Business Owners Report

The Characteristics of Business Owners: 2007 is the only report in the U.S. Census Bureau’s 2007 Survey of Business Owners (SBO) publication series to provide data on selected economic and demographic characteristics of the owners of U.S. respondent firms. Data aggregates are presented by gender, ethnicity, race, and ...

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