erisainc.com
United States v Windsor | Retirement Plans | Benefit Plans | Plan Termination | Chicago, IL
http://erisainc.com/news/retirement-in-the-news/united-states-v-windsor
Retirement Plans in the News. Cash Balance Pension Plans. MAP 21 and HAFTA Changes. United States v Windsor. Comprehensive retirement plan services since 1983. United States v Windsor. This case is better known as the case where the US Supreme Court struck down DOMA, or the Defense of Marriage Act. What does this have to do with retirement plans? Does the relocation state recognize a same sex marriage performed in a state where it is legal? Key Service Areas Include:. 401(k) and pension plan design.
keudellmorrisonwm.com
Featured Links : Keudell/Morrison Wealth Management
http://www.keudellmorrisonwm.com/featured_links.cfm
Keudell / Morrison Wealth Management. Keudell / Morrison Wealth Management. 245 Commercial Street SE, Suite 210. Markets at a Glance. Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites. American Funds 401(k) Login. If you have a 401(k) Plan held at American Funds you can use this link to login to your account. Educate yourself on a variety of financial topics. A host of financial tools to assist you. Timely Newsletters to help you stay current. Not Insu...
dickroyjr.com
My Accounts
http://www.dickroyjr.com/p/my-accounts
Richard L. Roy, Jr. Northeast Planning Associates, Inc. Financial Planning for All of Life's Seasons. Birth of a Child. Below are links to our product partners and login instructions for each account site. Please click on the "Direct Account Access" link to connect to the partner site and login to your account. Please click on the "Login Instructions" for detailed instructions for how to login to each partner site to access your account. 361 US Route 1. Falmouth, ME 04105. 8226; Estate Planning.
erisainc.com
IRS Determination Letters | Retirement Plans | Benefit Plans | Plan Termination | Chicago, IL
http://www.erisainc.com/news/retirement-in-the-news/irs-determination-letters
Retirement Plans in the News. Cash Balance Pension Plans. MAP 21 and HAFTA Changes. United States v Windsor. Comprehensive retirement plan services since 1983. Key Service Areas Include:. 401(k) and pension plan design. All aspects of retirement plan service. Specialized consulting and remediation. Thank you again ever so much for spending yesterday with everyone at * * *! We found it extremely informative and -yes- you were entertaining.Everyone [on your team] is absolutely stellar!
erisainc.com
Company Updates | Retirement Plans | Benefit Plans | Plan Termination | Chicago, IL
http://erisainc.com/news/company-updates
Retirement Plans in the News. Cash Balance Pension Plans. MAP 21 and HAFTA Changes. United States v Windsor. Comprehensive retirement plan services since 1983. ERISA, Inc. has recently added 2 staff members. We welcome them to the team. Richard Perlin presented a session on Advanced Issues in 401(k) Testing at the June 2013 Great Lakes Benefits Conference jointly sponsored by the American Society of Pension Professionals and Actuaries and the IRS. Key Service Areas Include:. 401(k) and pension plan design.
erisainc.com
MAP 21 Changes | Retirement Plans | Benefit Plans | Plan Termination | Chicago, IL
http://erisainc.com/news/retirement-in-the-news/map-21-changes
Retirement Plans in the News. Cash Balance Pension Plans. MAP 21 and HAFTA Changes. United States v Windsor. Comprehensive retirement plan services since 1983. MAP 21 and HAFTA Changes to Pension Rules. Second, the recession itself had a significant negative effect on business and made it difficult for many businesses to fund at the levels they did previous to the crash. Third, interest rates on high quality debt declined sharply. How does this affect pension plans? Pension liabilities represent the actu...
erisainc.com
Presentations | Retirement Plans | Benefit Plans | Plan Termination | Chicago, IL
http://erisainc.com/news/presentations
Retirement Plans in the News. Cash Balance Pension Plans. MAP 21 and HAFTA Changes. United States v Windsor. Comprehensive retirement plan services since 1983. Richard Perlin authored and presented the following sessions at recent conferences sponsored by the American Society of Pension Professionals and Actuaries and the IRS. Advanced 401(k) Testing Issues - ASPPA/IRS Great Lakes Benefits Conference, June 2013. Advanced 401(k) Design- ASPPA/IRS Great Lakes Benefit Conference, June 2011. Specialized cons...
erisainc.com
Retirement in the News | Retirement Plans | Benefit Plans | Plan Termination | Chicago, IL
http://erisainc.com/news/retirement-in-the-news
Retirement Plans in the News. Cash Balance Pension Plans. MAP 21 and HAFTA Changes. United States v Windsor. Comprehensive retirement plan services since 1983. Cash Balance Pension Plans. This is a type of defined benefit plan that looks like a defined contribution plan. Each participant has a hypothetical account balance which represents a combination of pay credits and interest credits. Read More. United States v Windsor. MAP 21 Pension Changes. In April of 2007, the Internal Revenue Service (IRS) publ...
erisainc.com
Participant Expense Disclosures | Retirement Plans | Benefit Plans | Plan Termination | Chicago, IL
http://www.erisainc.com/news/retirement-in-the-news/participant-expense-disclosures
Retirement Plans in the News. Cash Balance Pension Plans. MAP 21 and HAFTA Changes. United States v Windsor. Comprehensive retirement plan services since 1983. The intention of the Department of Labor is for participants to have greater awareness of plan costs, fund expenses and fund performance. Key Service Areas Include:. 401(k) and pension plan design. All aspects of retirement plan service. Specialized consulting and remediation. Fully Insured Plans: A Viable Retirement Plan Alternative,".