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Latest Edition of the Swerdlin Quarterly

The first issue of 2008 is packed full of informative topics including Compensation, Retiree Medical Costs and a Summary of QDIA. This issue also includes a special insert covering important deadlines for retirement plans.

The Swerdlin Quarterly - 1st Quarter, 2008

Calendar of Events for Qualified Retirement Plans

February Feature Article

What's the Healthcare Buzz these days? Our February Feature Article takes a look at the buzz and also statistics from an annual healthcare survey.

Healthcare Buzz

January Featured Service

Our January Featured Service is Comprehensive Benefit Statements. These statements are a great way to show your employees how much you really pay them.

Employee to Employer: "You pay me salary and all this other stuff? Who Knew?"
Quick Links
Employee Benefits Compliance Calendar

Dollar Limits Pocket Card

Pension Protection Act of 2006
Participant Portal
Participant Portal for DayPak/FlexPak Participants Your link to your retirement/cafeteria account(s).
Participants - access your retirement and cafeteria plan accounts, financial calculators, latest headlines and helpful tutorials.
Employers/Plan Sponsors - access your retirement and cafeteria reporting tools, latest headlines, helpful tutorials and plan sponsor and employee-related resources.

Swerdlin & Company shapes your benefits world by providing services for these plan types:

Retirement Plans

Defined Contribution Plans
 401(k) Plans
403(b) Plans
Age-Weighted Plans
Cross-Tested Plans
ESOP
Profit Sharing Plans/401(a)
Money Purchase Plans
Target Benefit Plans
Thrift Plans

Actuarial Services
 Traditional Defined Benefit Pension Plans
Cash Balance Plans
Medicare Part D
Post-Retirement Medical
Taft-Hartley Plans

Nonqualified Plans
 Supplemental Executive Retirement (SERP)
Top Hat Plans
Excess Benefit Plans
457 Plans

Consulting Services
 Plan Design Studies & Comparisons
 Due Diligence in Mergers & Acquisitions
IRS/DOL Audits
Compliance Audits
Union Negotiations on Benefits
Plan Corrections Through IRS & DOL Programs
Vendor Searches/RFPs

Health & Welfare Plans

Insured Benefits
 Medical Plans
Dental Plans
Vision Plans
LTD and STD
Life Insurance and many more

Cafeteria Plans
 Premium Only Plans (POP)
Medical Flexible Spending Accounts (FSA)
Dependent Daycare Spending Accounts
Health Reimbursement Arrangements (HRA)
Qualified Transportation Programs (QTP)

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