1. Thrive. Grow. Achieve.Retirement Readiness:Evaluating plan health todefine successEd Gimenez, CFP®, AIF®September 9, 2014 2. POP QUIZ…Securities offered through LPL…
1. A Global Reach with a Local Perspective www.decosimo.com Employee Benefit Plans – Common Errors Marshall Harvey, CPA, CFE | Assurance Principal 2. Late contributions…
1. CENTER FOR DUE DILIGENCEP.O. Box 8 • Western Springs, Illinois 60558 (630) 662-0284 • Fax (630) 662-0286E-mail: [email protected] Web: http://www.401kduediligence.comCFDD…
1. The Future of Retirement Houston Forum January 27, 2009 by Steve Vernon, FSA President,Rest-of-LifeCommunications 2. 3. 4. The Future of Retirement… is Work! 5.…
Slide 1Investment products: No bank guarantee I Not FDIC insured I May lose value The new retirement reality Is your plan prepared for 2012 and beyond? PRESENTER NAME LOCATION,…
Slide 1www.prevailingmep.com Slide 2 A Multiple Employer Plan (MEP) is a single Qualified Retirement Plan housing multiple different "adopting employers" with common…
Slide 1Avoiding Issues in Audit Jason Loden, Partner Thompson & Knight LLP Slide 2 Audit by IRS Qualified plan audits are handled by Employee Plans (EP) Examinations.…
Slide 1NEW RULES FOR NON-TRADITIONAL RETIREMENT PLANS: A New World for Plan Sponsors, Employees, and Advisors Presented by Jerry Kalish President National Benefit Services,…