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Monthly Archives: June 2012

The ‘friendly’ Neighborhood Land Rule for churches

Tax-exempt organizations are able to take advantage of the IRS’ Neighborhood Land Rule which offers protection from unrelated business income Read More >>

8 policies and procedures needed by nonprofit organizations

Form 990 has a section that asks questions about your organization’s policies and procedures. Having the needed policies in place Read More >>

Keeping the pencil sharp on recordkeeping for 401(k) plans

The vast majority of 401(k) plans do not perform recordkeeping in-house. Because service levels vary widely for the types of Read More >>

Form 990 – it pays to be on time

Your organization has almost a year after the end of the tax year to file the Form 990, when you Read More >>

More info on the service provider fee disclosure regulation

In light of plan sponsors’ need to disclose fees to plan participants by August 30, 2012, I want to be Read More >>

Keep the devil out of the details – contributions & bank statements

Proper procedures for your church’s contributions and bank reconciliations are another way to achieve segregation of duties and tight internal Read More >>

The need will determine the method: 3 alternatives to an audit

A nonprofit organization will often get an audit when a high level of assurance is required to build the trust Read More >>

Action required! Introducing new regulations for Covered Service Providers

David Ralston is a Dallas attorney specializing in Employee Benefit Plans. He sends out periodic email messages regarding retirement plans, Read More >>