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New Regs for Cafeteria Plans

This article contains a list of the most recent regulations for Cafeteria Plans.

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Latest Edition of the Swerdlin Quarterly

The second issue of 2008 is packed full of informative topics including Department of Labor (DOL) investigations, EGTRRA, and ESOPs. This issue also features Swerdlin's latest consulting service.

The Swerdlin Quarterly - 2nd Quarter, 2008

Swerdlin & Company Articles

2008 Dollar Limits

Do you serve as a Director on a Board earning additional income?
If so, you may be interested in dbBoomer, Swerdlin & Company's retirement plan designed specifically for individuals such as Directors, the self-employed, and others seeking to maximize retirement contributions that are tax deductible. dbBoomer allows you to contribute more than $45,000 each year (the maximum allowed with traditional defined contribution plans such as 401(k) plans).

The Brave New World of Roth 401(k)
Deferrals in Roth 401(k) plans are fully taxable to the participant at the time of contribution. However, if certain requirements are met, so-called "qualified distributions" of Roth deferrals and the earnings are completely tax free.

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The Swerdlin Quarterly

Current Issue

The 4th quarter of 2007 edition of the Swerdlin Quarterly is now available and features articles on how to make plan audits easier, the 2008 dollar limits, updates onĀ FSAs and more.

View the entire publication.

Past Issues

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