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Chapter 11: Exercise Caution When Using a Pre-approved “Governmental” Retirement Plan

Chapter 11: Exercise Caution When Using a Pre-approved “Governmental” Retirement Plan

by Jeff Chang | Sep 18, 2013 | Governmental Benefits, PEPRA

In the governmental non-ERISA marketplace, there are a number of investment providers and plan recordkeepers that offer and provide retirement plan documents for use by governmental employers that have been “pre-approved” by the IRS. Typically, these plans...
Chapter 5: Why Governmental Employers Should Care About Their Reporting Of Employee’s Wages

Chapter 5: Why Governmental Employers Should Care About Their Reporting Of Employee’s Wages

by Jeff Chang | Sep 18, 2012 | Retiree Health

By: Jeff Chang This entry comes to you with the help of Wendy Tauriainen. A couple of weeks ago we got to talking about the fact that dozens, if not hundreds, of local governments and special districts appeared to be ignoring the proper tax treatment and reporting of...

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