New Roth Conversion Flexibility

January 3, 2013 by Mary Stucke

The American Taxpayer Relief Act of 2012 (ATRA) has generated a lot of buzz so far in 2013 but there was one change no one saw coming: ATRA will now allow individuals to convert their existing 401(k) plan into a [...]

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401(k) Basics and The Social Security Agreement

March 30, 2012 by Mary Stucke

A couple firsts for 2012 this week; Major League Baseball held its opening day in Japan and GBQ hosted our first quarterly Japanese Business Services seminar! [...]

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What you need to know about Employee Benefit Plan Issues

March 23, 2011 by Mary Stucke

We hosted our first GBQuarterly of the year on March 22, 2011. The topic was Employee Benefit Plan Issues and was presented by Mike Kozlowski, Director, Assurance & Business Advisory Services at GBQ Partners LLC and Brian Hanna, Senior Relationship [...]

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