FAQs tagged as


  1. What is pension maximization?

  2. What is a vest fleece?

  3. Can an employer adopt a different type of retirement plan for each employee?

  4. Is an employee eligible for an SEP if the plan has already been set up for other employees?

  5. How do restricted stocks, treasury stocks and stock appreciation rights benefit employees?

  6. If a company undergoes an acquisition can an employee withdraw 401(k) funds tax free?

  7. If an employee is paid by commission, who is responsible for withholding taxes?

  8. Can I still set up an SEP if one of my employees refuses to participate?

  9. How can I find out if my employer is a member of FINRA?

  10. I have a KSOP through my employer that I've invested 100% in company stock. I am now concerned that I'm not diversified and would like to move out of company stock and into mutual funds. Is this allowed with the funds I've contributed to the account?

  11. What is a blackout period?

  12. I am retiree, drawing from my 403(b) annuity. I am the sole employee of my own business. Do I qualify for a SIMPLE IRA account? I want to defer some of my income from taxes.

  13. I have a small business, and I'm considering setting up an SEP IRA. What are leased employees? Does this term refer to outside contractors who receive 1099-Rs? If so, how would the 5305-SEP need to be worded to make it acceptable to the IRS?

  14. If an employee covered by a SIMPLE leaves his employer within the two-year period and his new employer doesn't have a SIMPLE, what happens to the plan? Can the employee roll it over without penalty, or keep it at the old company until the two years expire

  15. What's the difference between a golden handshake and a golden parachute?

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