Publications
Newsletters
- Summer 2010: IRA Distributions, Profit Sharing Contributions, Defined Benefits Plan Termination.
- Annual Newsletter: Overview of Brucker & Morra, APC.
- Spring 2009: Plan Participation, Pension Distributions, Due Diligence.
- Spring 2006: Self Dealing, Taxing Issues.
- Fall 2005: Due Diligence, Surviving Audits, More Due Diligence.
- Summer 2005: How to Maintain Confidentiality, Proper Plan Structure, Family Law.
Benefits White Papers
Benefits Briefs
Benefits News
- August 2010: Divorce After Retirement, Part Two - Valuing the Survivor Benefit, Marriage of Sonne
- August 2010: Health and Human Services Issue Interim Final Regulations on Pre-Existing Condition Insurance Plan Program
- July 2010: DOL Issues Regulations on Fee Disclosures for Qualified Plans
- July 2010: Interim Final Regulations Issued for Health Plans for Internal Claims, Appeals, and External Review
- July 2010: Divorce After Retirement - Retirement Elections Can Be Carved In Stone, Carmona v. Carmona
- July 2010: Interim Final Regulations Issued for Health Plans Requiring Preventive Health Services Without Cost Sharing....
- June 2010: Interim Final Regulations Issued for Health Plans Relating to Preexisting Condition Exclusions....
- June 2010: Interim Final Regulations Issued for Health Plans Relating to Status as a Grandfathered Health....
- June 2010: The IRS 401(k) Compliance Questionnaire and the Due Diligence Review...
- May 2010: New Fee Disclosure Requirements for Service Providers...
- April 2010: Patient Protection and Affordable Care Act – Actions and Implementation Required in 2010…
