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Summit Advisory Group Shawn Danziger, CRPC® Chartered Retirement Planning Counselor 155 Chestnut Ridge Road Suite 101 Montvale, NJ 07645 201-746-9180 [email protected]…
MULTIPLE EMPLOYER PLANS Expanding retirement savings opportunities John J. Kalamarides Senior Vice President Full Service Solutions Prudential Retirement Robert J. Doyle…
Microsoft Word - 00115014.DOCXPETITE PRIMER 2019 MIDYEAR MEETING New Orleans, LA Overland Park, Kansas 66213 (913) 685-7978 Direct Dial (913) 685-1281 Telefacsimile [email protected]
1 Personal Finance: Another Perspective Retirement 3: Employer Qualified Plans Updated 20190314 2 Objectives A. Understand Employer Qualified Retirement Plans B. Understand…
Law Office Of Keith R Miles LLC Keith Miles Attorney-at-Law 2250 Oak Road PO Box 430 Snellville GA 30078 678-666-0618 keithmiles@timetoestateplancom wwwTimeToEstatePlancom…
A White Paper Prepared by Transamerica Retirement Solutions MULTIPLE EMPLOYER PLANS Opportunity for Expanding Retirement Plan Coverage The U.S. Congress is currently studying…
A comparison of qualified retirement plans FOR EMPLOYER USE ONLY NOT FOR USE WITH EMPLOYEES E M P LOY E R FOR EMPLOYER USE ONLY NOT FOR USE WITH EMPLOYEES Types of qualified…
Understanding IRAs and Retirement Plans Tax-Saving Strategies History of IRAs: Employee Retirement Income Security Act of 1974 ERISA: • Federal law establishing standards…
What you need to know to decide which plan is right for your business. EXPLORING QUALIFIED RETIREMENT PLANS 2 1 EXPLORING QUALIFIED RETIREMENT PLANS For many businesses,…
Slide 1 1 Personal Finance: Another Perspective Retirement 3: Employer Qualified Plans Slide 2 2 Objectives A. Understand Employer Qualified Retirement Plans B. Understand…
Slide 1 Participant Fee Disclosures in Employer-Sponsored Retirement Plans March 2012 Slide 2 Participant Fee Disclosure Background In February 2012, the Department of Labor…
IRAs & Employer-Sponsored Retirement Accounts Financial Planning for Women Erica Abbott, USU Family Finance Jean M. Lown, Ph.D. October 8, 2014 USU Blue Zone code: thozugr…
Models of Financial Advice for Retirement Plans: Considerations for Plan Sponsors Sponsored by Society of Actuaries Committee on Post Retirement Needs and Risks Prepared…
A comparison of qualified retirement plans FOR EMPLOYER USE ONLY NOT FOR USE WITH EMPLOYEES E M P LOY E R Key employee – An employee who at any time during the plan year…
Slide 1 1 Personal Finance: a Gospel Perspective Retirement Planning 3: Employer Qualified Plans Slide 2 2 Objectives A. Understand Employer Qualified Retirement Plans B.…
Fiduciary Investment Advice Regulatory Impact Analysis April 14 2015 i Table of Contents Executive Summary 1 1 Introduction 11 2 Legal Environment: ERISA and the IRC 13 21…
LEVERAGING MULTIPLE SMALL EMPLOYER PLANS to close the Retirement Coverage Gap John J. Kalamarides Senior Vice President, Institutional Investment Solutions For Plan Sponsor…
Slide 1 Slide 2 Major Retirement Income Sources 1.Social Security 2.Employer-sponsored retirement plans 3.Personal savings 4.Work (wage income) Slide 3 Income Sources: High-Income…
VIRGINIA RETIREMENT SYSTEM POLITICAL SUBDIVISION RETIREMENT PLANS GASB No. 68 Schedules With Independent Auditor’s Report Thereon For the Fiscal Year Ended June 30, 2016…
Joe and Jane Coastal Member January 31, 2018 Retirement Plan Prepared by: Catherine Bryant Financial Advisor Coastal Wealth ManagementCUSO FS Table Of Contents Personal Information…