Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Small Businesses Face Little Known Life Insurance Tax Trap
Forbes; subscription may be required June 14, 2012
"Employers who carry key man insurance and other common forms of employer-owned life insurance need to watch out for a potentially costly trap.... [If] proper notice and consent forms aren't completed before the policy is issued, the death benefit is taxable, when it would normally be tax exempt."
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