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Telefax: 281.879.1204
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Houston, TX 77099
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401(k) Deferral Payroll Submission
Voluntary Correction Program for Retirement Plans
Unrelated Business Taxable Income (UBTI)
Understanding SLOB
Triple Stacked Match Safe Harbor vs Cross Tested Safe Harbor
The Worker, Retiree and Employer Recover Act
Surgical Centers and the ASG Rules
Surgical Centers and the Affiliated Service Groups
Shared Employees
Royalties as Earned Income
Relief From Immediate Compliance
Qualified Plans IRAs and PTs
Non-qualified Deferred Compensation for Management Affiliated Service Groups
Non-Elected Church Plans
Actuarial Mortality Tables – changes in 2016 for Defined Benefit Plans
Introducing Retirement Plan Documents for You (RPD4U)
Introducing LDSCO.net
The Department of Labor Goes Digital-EFAST2
New Limits and Cost of Living Adjustments (COLA) for 2009
The Hidden Pension Trap – The Aggregation Rules
EGTRRA Restatements…The time has come
Solving 401k Testing Problems With New Design Options
Top Heavy Rules May Impact Plan Design
My Employer Declared Bankruptcy
Sponsor Form
New Business Census Form(xls)
New Business Census Form
Investment Policy Statement
Beneficiary Form
Upside Down 401(k) Plan
Safe Harbor Match
RPD4U (Employee Document Distribution)
Owner Only 401(k) Plan
Owner Only 401(k) & Defined Benefit Plan
New Comparability
Employee Ownership
Social Security Integration
Combo DC & DB w/ Ins
Combo DC & DB
401(k) Cash Balance Plan
Participant Call Center
ADP Tested Plan
3(16) Admin
IRS Announces Pension Plan Limitations for 2012
Form 5500 Filing Deadline
Mandatory Electronic Payment of Retirement Plan Federal Tax Withholding
The Valuation of Qualifying Employer Securities for ESOP
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