Tax-exempt employers face a matrix of tax and disclosure issues in designing an appropriate supplement retirement program. This resource intends to examine the income tax, payroll tax and Form 990 reporting aspects of the major plans currently available to tax-exempt employers, and review those major plans from the reference point of several major design considerations.

Supplemental Benefit Planning For Tax-Exempt Employers

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.