Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

The agency issued a listing of required modifications for pre-approved plans. The IRS has published a “Listing of Required Modifications and Information Package” for 403(b) pre-approved plans. The ...

The Internal Revenue Service has released a sample data security plan to help tax professionals develop and implement ones of their own. All professional tax preparers are required by law to create ...

The following sample plan of study fulfills the M.S. degree in Computational Operations Research, pending final approval from the State Council on Higher Education in Virginia, with an emphasis on ...

This is a sample plan. We recommend you work with your academic advisor to craft a personalized plan that best meets your graduation and career goals.

A marketing plan is a good tool to create and use to help make sure that your small business earns a profit. When you market, you learn about the wants and needs of your target customers and think of ...