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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]…
PowerPoint PresentationUniversity Human Resources • Employer/Employee mandatory contributions (10%/5%) • University is plan sponsor • TIAA sole recordkeeping
State Sponsored Retirement Savings Plans: New Approaches to Boost Retirement Plan Coverage William G. Gale and David C. John September 2017 PRC WP2017 Pension Research Council…
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,…
Hewitt Associates To protect the confidential and proprietary information included in this material, it may not be disclosed or provided to any third parties without the…
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…
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…
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…
529 Market Development: Parallels for State-Sponsored Private Sector Retirement Plans February 12, 2015 Presentation Summary: College Savings Parallels for Retirement ⢅
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…
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…
© Transamerica Center for Retirement Studies, 2012 1 © Transamerica Center for Retirement Studies, 2012 Weathering the Economic Storm: Retirement Plans in the United States,…
1. You’ve worked hard your whole life to build your nest egg so it’s worth taking a look at every available option to ensure your retirement assets are used in the most…
IRAs and Qualified Retirement Plans Qualified retirement plans and individual retirement accounts are trusts or custodial accounts that hold a person's tax deferred retirement…
Employees Retirement System Teacher Retirement System A diffEREnT bREEd Texas sTaTe Pensions STRongER, SmARTER, good foR TExAS Chandra Kring Villanueva, Policy Analyst 512.320.0222,…
©2017 Transamerica Institute® TCRS 1345-0317 March 2017 Seventeen Facts About Women’s Retirement Outlook Select Findings from the 17th Annual Transamerica Retirement…
Whipsaw Effect: Change from 2002 OIG Report on ConversionsW W W . W A T S O N W Y A T T . C O M Hybrid Retirement Plans University of Illinois September 14, 2005 lf:\J:\act\00022\recruiting\UofI-Champaign\2004-2005\Finance
MnSCU Retirement PlansThe Minnesota State Colleges and Universities system is an Equal Opportunity employer and educator. MnSCU Retirement Plans Slide * Module 2: Eligibility
MnSCU Retirement PlansThe Minnesota State Colleges and Universities system is an Equal Opportunity employer and educator. MnSCU Retirement Plans Slide * Module 2: Eligibility