Residents Financial Survey Norma B. Coe and April Yanyuan Wu Center for Retirement Research at Boston College Residents Financial Survey The contents of this publication…
1. SHRM Poll: 401(k) Investment Education and Advice Organizations Are Providing to Plan Participants August 25, 2010 2. Introduction • The 401 (k) plans covered in this…
A HANDBOOK FOR RETIREMENT PLAN SPONSORS AND FIDUCIARIES Written by Financial Service Standards, LLC Donald J. Settina, CFP®, AIFA®, PPC™ Sharon A. Pivirotto, AIF®, PPC™…
1. Please Be Advised: All specific legal and tax questions should be referredto your legal and tax advisers 2. Times Are Changing Longer life expectancies Inflation erosion…
1. Federal Tax-Status Revoked!2011 Governor’s Conference on Service and Volunteerism Indianapolis, October 13, 2011 Kirsten A. Grønbjerg School of Public & Environmental…
1. Fiscal Cliff & Falling RocksPresented byTom Ritchiewww.eidebailly.com 2. IRS CIRCULAR 230 NOTICEAny tax advice expressed in this communication is not intended to be…
1. INCOME TAXFINANCIAL PLANNING Instructor: Dennis Phillips 2. CLASS SCHEDULE Class is from 6:00 to 10:00 p.m..I will shorten up breaks so that we can usually leave a little…
1. Overview of the Pension Protection Act of 2006 as it applies toDB/DC combo plans 2. PPA ’06 Changes Increases Defined Benefit (DB) plan deduction limits and repeals…