NEWS2008 NEWSLETTERS

First Quarter

  • New 403(b) Regs Unanswered Questions
  • Final Cafeteria Plan Regulations
  • Filing Form 5500
  • Are You Prepared for a Disability?
  • 7 Things That Disrupt Retirement Plans

2008 E-News 1st Qtr.pdf

Second Quarter

  • BCBS NE Midlevel Reimbursement
  • Health Reimbursement Accounts (HRA)
  • 2009 HSA Contribution Limits
  • Individual Health Insurance Options

2008 E-News 2nd Qtr.pdf

Third Quarter

  • Mental Health Parity Bill
  • 2009 Group Term Life Table 1 Rates
  • Required Minimum Distributions (RMDs)
  • Open Enrollment Season (FSAs)

2008 E-News 3rd Qtr.pdf

Fourth Quarter

  • Year End Reminders
  • 2009 Maximum Benefit and Contribution Limits
  • 2009 Standard Mileage Rates
  • 2009 Health Savings Accounts (HSA) Indexed Amounts

2008 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.