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1. The New Appeal of Small Business Retirement Plans Justin J. Spraker Financial Advisor 9/12/2009 Financial planning services and investments offered through Ameriprise…

Business Navigating the Shoals of 401(k) Hardship Withdrawals

1. Toll Free: 877.880.4477 Phone: 281.880.6525 www.hrp.net Navigating the Shoals of 401(k) Hardship Withdrawals 2. Permitting hardship withdrawals is a mixed bag. On the…

Documents Participant Loan Issues Including Refinance Loans and Deemed Distributions 810584.ppt Workshop #4...

Slide 1Participant Loan Issues Including Refinance Loans and Deemed Distributions 810584.ppt Workshop #4 ASPPA Annual Conference National Harbor, MD October 28, 2012 by Richard…

Documents The 401(k) Plan of [Name of Company] How Our Plan Works and Its Benefits for Employees An Employee.....

Slide 1The 401(k) Plan of [Name of Company] How Our Plan Works and Its Benefits for Employees An Employee Communication Presentation Slide 2 ©SHRM 20082 Introduction Fewer…

Documents By Michael Lawrance, CPA August 14, 2013. The views in this presentation do not necessarily reflect...

Slide 1 By Michael Lawrance, CPA August 14, 2013 Slide 2  The views in this presentation do not necessarily reflect that of KPMG LLP or any of its subsidiaries or affiliates.…

Documents 1 Maximizing Your 401(k) Plan Investments With New Fee and Investment Disclosures.

Slide 1 1 Maximizing Your 401(k) Plan Investments With New Fee and Investment Disclosures Slide 2 Who we are & what we do EBSA is responsible for administering and enforcing…

Documents What does your Plan Auditor Do?

Slide 1 What does your Plan Auditor Do? By Michael Lawrance, CPA August 14, 2013 KPMG LLP The views in this presentation do not necessarily reflect that of KPMG LLP or any…