Search for: "Greg Daugherty and Rich Helmreich" Results 1 - 7 of 7
Sorted by Relevance | Sort by Date
RSS Subscribe: 20 results | 100 results
6 Aug 2020, 7:08 am by Rich Helmreich
By Rich Helmreich An Employee Stock Ownership Plan (ESOP) can be a great option for small business owners looking for a tax-advantaged way to sell their business. [read post]
By Greg Daugherty, Deb Boiarsky, Victoria Hanohano-Hong and Rich Helmreich The Coronavirus Aid, Relief and Economic Security (CARES) Act, authorizes employers to increase loan limits, delay loan repayments and make distributions to qualifying participants with certain COVID-19 related circumstances. [read post]
22 Sep 2021, 12:35 pm by Greg Daugherty and Rich Helmreich
If you have any questions about lifetime income illustrations, please contact Greg Daugherty or Rich Helmreich. [read post]
By Greg Daugherty, Dave Tumen and Rich Helmreich The Internal Revenue Service (IRS) recently updated its Nonqualified Deferred Compensation Audit Techniques Guide (NQDC). [read post]
12 Oct 2020, 6:58 am by Greg Daugherty and Rich Helmreich
By Greg Daugherty and Rich Helmreich Much of the employee benefits news this year has related to the Coronavirus Aid, Relief, and Economic Security (CARES) Act, particularly with respect to the greater flexibility it provided 401(k) plan participants with respect to requesting in-service distributions and loans. [read post]