WFR | News

News

Below please find select news - articles, legislation, trends, etc. - related to WFR planning and products. We make no representation as to the contents or accuracy of the information on third party sites.

Please follow the latest news at: WFR LinkedIn

2021

11/04/2021
Weir Financial Resources
2022 Pension Limits Chart

2020

11/07/2020
Weir Financial Resources
2021 Pension Limits Chart

04/02/2020
WFR COVID-19 Information Page

2019

11/07/2019
Weir Financial Resources
2020 Pension Limits Chart

10/29/2019
Moody's Investor Services
Seeking yield, life insurers buy life insurance,but add investment risk

10/18/2019
WFR Memo
NAIC Adopted Revisions to ICOLI as an Admitted Asset Fall 2019 Update

8/06/2019
JDSUPRA
Sting of Deferred Compensation Tax—Is There Any Recourse against Employer

7/08/2019
MJBULLS Media
Check out new changes at life insurers with respect to the cannabis industry. Hear Jon Weir's recent podcast interview by friend Dan Humiston, entrepreneur, cannabis industry pioneer. A short and interesting conversation

6/29/2019
NAIC Instructions
NAIC Blanks (E) Working Group's new instructions for COLI cash value reporting on Annual Statement.

06/25/2019
Credit Union Business.com
Within the Financial Services Industry, even high wage-earners are often financially fragile

06/10/2019
Banking Exchange.com
Within the Financial Services Industry, Even High Wage-Earners are Often Financially Fragile

03/20/2019
American Bar Association
Are you a Tax-Exempt Healthcare Organization? View this important new compensation diclosure rule & guidance

2/15/2019
myStockOptions.com
Tax Season 2019: What You Need To Know About The New Reporting Rules And Tax Rates

01/04/2019
Pangburn Group
Transfer for Value Rule Impact on Employer Owned Life Insurance

2018

12/28/2018
Weir Financial Resources
NAIC Adopted Revisions to ICOLI as an Admitted Asset update

12/20/2018
The Benefit of Benefits
Section 83(i) Guidance Welcomed But Creates Even More Complexity

12/15/2018
Wealth Management.com
Eight Simple Estate Planning Review Items for 2019

11/29/2018
The Benefit of Benefits
Reminder: Qualified and Nonqualified Plans Must Be Amended for New Disability Claims Procedures

11/19/2018
myStockOptions.com
Tax Reform Impacts Year-End Planning For Equity Comp

11/13/2018
Medical Economics.com
Living with Disabilities

11/04/2018
Weir Financial Resources
2019 Pension Limits Chart

Fall 2018
myStockOptions.com
Your Company's Nonqualified Deferred Compensation Plan: What You Need To Know (free registration required)

08/21/2018
BDO.com
10 Things to Know About Tax Reform Changes to Section 162(m)

07/13/2018
Bank Director.com
A Long-Term Care Plan Can Attract Top Talent

06/01/2018
CPA Practice Advisor.com
A Look at Deferred Compensation Plans

Spring 2018
myStockOptions.com
UPDATES! What are the most recent tax changes that affect nonqualified deferred compensation?(free registration required)

04/2018
Principal Financial
Trends in Nonqualified Deferred Compensation

02/10/2018
Medical Economics.com
Understanding the need for long-term disability insurance

01/26/2018
Bank Director.com
Addressing Gaps in Executive Disability Coverage