Slide 1 401(K) PLANS Presented by: Mary Read, CPC, QPA National Director of Qualified Plan Marketing For Financial Professional Use Only. Not For Use With the Public. Slide…
Slide 1 DEFINED CONTRIBUTION PLANS Presented by: Mary Read, CPC, QPA National Director of Qualified Plan Marketing For Financial Professional Use Only. Not For Use With the…
Slide 1 By Christine A. Romsdahl CPA/PFS, CFP® December, 2014 Slide 2 Average retiree benefit: $1,328.00 * Maximum retiree benefit (at full retirement age, or FRA):…
Slide 1 Road to Retirement Slide 2 Your Current Retirement Situation Slide 3 Old definition: “Withdrawal from one’s position or occupation or from active working life.”…
FDICâs National Telephone Conference on Deposit Insurance Coverage for Retirement Accounts and Employee Benefit Plan Accounts Session Dates â October 18 & November…
Chapter 13 Learning Objectives Discuss the importance of benefits as a part of employee compensation. Summarize the types of employee benefits required by law. Describe the…
13122 NE 20th Street Suite 100 Bellevue, WA 98005 tel 888.472.4455 fax 888.418.0374 web www.guidant�nancial.com Self-Directed IRA LLC Freqently Asked Questions Q. Why haven’t…
Financial Regulation National Survey March 23-25, 2015 The following national survey was conducted by OnMessage Inc. Telephone interviews were conducted on March 23-25, 2015.…
History of Public Pensions By: Raymond T. Edmondson, CPPT A Founder and CEO of the Florida Public Pension Trustees Association Raymond T. Edmondson is the Chief Executive…