NEWS2007 NEWSLETTERS

First Quarter

  • New 403(b) Tax Deferred Annuity Regulations
  • Proposed 403(b) Regulations
  • Rollovers from Health FSAs and HRAs to HSAs
  • Medicare Second Payer
  • Qualifying Event
  • COBRA Rights
  • Creditable Coverage

2007 E-News 1st Qtr.pdf

Second Quarter

  • Automatic and Express Enrollment
  • Benefits Education and Communication
  • Employee Retention and Cost Control
  • Why Voluntary Benefits?
  • Healthy Living
  • Nebraska Family Military Leave Act

2007 E-News 2nd Qtr.pdf

Third Quarter

  • New 403(b) Tax Deferred Annuity Final Regulations
  • 2008 HSA and HDHP Limits
  • New Proposed Cafeteria Plan Regulations

2007 E-News 3rd Qtr.pdf

Fourth Quarter

  • Year End Reminders
  • 2008 Maximum Benefit and Contribution Limits
  • 2008 Standard Mileage Rates
  • 2008 Group Term Life Table 1 Rates
  • Employer Disclosure to CMS
  • 2008 Health Savings Accounts (HSA) Indexed Amounts

2007 E-News 4th Qtr.pdf
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Tim Olson, Greg Ritzdorf, Jeff Wallace and Ryan Hinz are registered representatives with Sunset Financial Services, Inc., A FINRA registered broker-dealer. Sunset Financial Services is registered to offer securities products in all 50 United States. Tim Olson is licensed to offer securities products in Nebraska, Iowa, Kansas, Missouri, Colorado, and South Dakota. Tim Olson is also licensed to offer insurance products in Nebraska, Iowa, Kansas, Missouri, Colorado, and South Dakota. Greg Ritzdorf, Jeff Wallace and Ryan Hinz are licensed to offer securities products in Nebraska, Iowa, Kansas, and Missouri. Greg Ritzdorf, Jeff Wallace and Ryan Hinz are also licensed to offer insurance products in Nebraska, Iowa, Kansas, and Missouri. The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Tim Olson, Greg Ritzdorf, Jeff Wallace and Ryan Hinz are properly licensed.
*Securities offered through Sunset Financial Services, Inc. Member FINRA/SIPC 3520 Broadway, Kansas City, MO 64111 (816) 753-7000 (Home Office)
Sunset Financial Services is not affiliated with The Olson Group.