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Yearly Archives: 2011

Make a resolution about plan fees

This year, when you make New Year’s resolutions, be sure to have one about checking on the fees you pay Read More >>

Churches and ministries: To do before year-end

Churches are rarely busier than the months of December and January. In addition to preparing for Christmas services, your administration Read More >>

Nonprofit organizations: To do before year-end

Year-end is a busy time for many reasons, and many administrative tasks must be done for compliance. Below is a Read More >>

4 important lessons about communication

Once you make an amendment to your plan, how and when you communicate with plan participants is an important ERISA Read More >>

Minister housing allowance: Part 2 – records

Last week’s blog gave you the IRS’ rules regarding income tax exclusions for housing allowances. It’s the minister’s responsibility to Read More >>

Three year-end action items

See if any of the following action items apply to your retirement plan and take action prior to December 31, Read More >>

Does your organization have uncertain tax positions?

FIN48 is not a new regulation, but it’s one that can sneak up on nonprofit organizations. The name FIN48 comes Read More >>

Minister housing allowance: Part 1 – rules

Ministers can claim a portion of income tax-free as a housing allowance. But, you must follow specific guidelines and then Read More >>

Determining fair market value

Since we’re nearing year-end, it’s a good time to brush up on fair market value. Your donors need to know Read More >>

Plan contributions and required minimum distributions after age 70 ½

Many workers are staying in jobs past traditional retirement age, and the rules regarding distributions at age 70 ½ can Read More >>