February 2013 - IBTX Insurance

IBTX Perpetuation Planning: The Seven Step Exit Planning Process

February 15, 2013

  IBTX Perpetuation Planning: The Seven Step Exit Planning Process   February 15, 2013 – There are many tools available to help individuals get into business, but few that help them get out. The Exit Planning Process is a customized comprehensive approach to designing and implementing a business owner’s successful exit from his or her …

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DOL Audits are a Reality

February 1, 2013

  DOL Audits are a Reality   February 1, 2013 – For at least two years, there has been speculation in the insurance industry that the U.S. Department of Labor (DOL) would be increasing audits of all size business for Employee Retirement Income Security Act (ERISA) compliance. In January, the DOL began sending audit letters …

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