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Ideas & Insights

 



Recorded Webcast

Retirement plan issues and insights

Webcast series addresses key challenges and opportunities found in designing, implementing and maintaining company retirement plans.


Insight Article

Form I-9 is not just another new-hire document

The form simply provides assurance to the appropriate agencies that newly hired workers hold citizenship or work-authorization documents.

  • Mergele, Cyndi
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White Paper

The devil is in the details

Article on ESOP distributions, focusing on the detailed mechanics of the how, when and what value is used at the time of the sale.


IRS Updates

As employee benefits programs increase in sophistication and flexibility, the complexity of tax compliance often increases as well.