Publications authored or co-authored by Mary Beth Braitman
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)
If Your School Receives an IRS Questionnaire about its 403(b) Program, You Should Read this Alert Before Responding!
May 29, 2008
By Mary Beth Braitman, Wayne McClain III
(School Corporation Update)
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)
Federal and State Laws Impacting Payment of Annualized Salaries
January 30, 2008
By Mary Beth Braitman, Tara Schulstad Sciscoe
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)
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
)
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
Transitional Guidance Relating to Former 403(b) Plan Vendors
December 4, 2007
By Mary Beth Braitman, James Kemper, Tara Schulstad Sciscoe
(Employee Benefits E-Update
)
