Publications authored or co-authored by Terry A.M. Mumford
IRS Cannot Collect Assets of Retirement Fund Member Before Retirement Age
July 7, 2008
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Governmental Plan Alert)
HEART Act Provides Tax Benefits for Military Personnel
June 23, 2008
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Governmental Plan Alert)
Updated Special Tax Notice under IRC 402(f)
March 31, 2008
By Mary Beth Braitman, Terry A.M. Mumford
(Employee Benefits E-Update
)
Recent Pension Developments for Governmental Plans
March 7, 2008
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Governmental Plan Alert)
Reporting of HELPS $3,000 Exclusion
December 21, 2007
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Governmental Plan Alert)
Implementing A Domestic Partner Benefits Policy
Domestic Parnters Benefits: An Employer's Guide, 4th Edition
December 1, 2007
By Mary Beth Braitman, Katrina Clingerman, Terry A.M. Mumford
IRS Issues Notice 2007-99 - Guidance Modifies Deduction Exclusion
December 5, 2007
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Employee Benefits E-Update
)
News for Governmental Plans – IRS Releases 2007 Cumulative List
November 30, 2007
(Employee Benefits E-Update
)
IRS Form 8802, Application for United States Residency Certification, User Fee Payment
03/14/2007
By Mary Beth Braitman, Terry A.M. Mumford
(Governmental Plan Alert)
GASB Releases Exposure Draft Enhancing Pension Plan Disclosure Information
By Mary Beth Braitman, Eric Dawes, Terry A.M. Mumford
(Governmental Plan Alert)
