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But we are proud to say that Jessica contributed 16 entries already.
April 1, 2017 To our clients and friends: This is another in a series of newsletters designed to keep you clearly informed of current events in the area of retirement plans. (plus whatever other stuff I find interesting …) Tax Reform on the Horizon? With politics moving so quickly, this information may be obsolete by […]
December 19, 2016 To our clients and friends: This is another in a series of newsletters designed to keep you clearly informed of current events in the area of retirement plans. (plus whatever other stuff I find interesting …) Year End Edition – Happy Holidays! We at Metro want to take a moment to express […]
March 13, 2015 To our clients and friends: This is another in a series of newsletters designed to keep you clearly informed of current events in the area of retirement plans. (plus whatever other stuff I find interesting …) Oops I left this out: In the previous issue # 88, I summarized some “year-end” issues, […]
December 9, 2014 To our clients and friends: This is another in a series of newsletters designed to keep you clearly informed of current events in the area of retirement plans. (plus whatever other stuff I find interesting …) Some year-end issues to address: 1099 Forms are due These are used to report payouts (“distributions”) […]
November 5, 2014 To our clients and friends: This is another in a series of newsletters designed to keep you clearly informed of current events in the area of retirement plans. (plus whatever other stuff I find interesting …) One Further Update on Plan Documents: Our last issue provided an update on plan documents. Since […]
May 2014 To our clients and friends: This is another in a series of newsletters designed to keep you clearly informed of current events in the area of retirement plans. (plus whatever other stuff I find interesting …) Plan Document Updates: As you probably recall, the IRS demands that all plan documents be “restated” every […]