Pension Newsletters
Our newsletter covers topics of interest to retirement plan sponsors and their advisors. Every other month another online newsletter is added to our newsletter library. Please bookmark our site so you can easily return to view our future newsletters.
Click the topic below to view the newsletter.
- Market Timing: The classic game of buy low, sell high
- Participant Fee Disclosure Requirements for Individual Account Plans
- Navigating Financial Fear In Economic Downturns
- Dealing with Terminated Participants
- Fiduciary Liability for Participant-Directed Plans
- Don't let the QDRO be worse than the Marriage
- Do You Know Who Your Employees Are?
- Cash Balance Plans 101
- Record Retention
- In-Service Withdrawals from 401(k) Plans
- Safe Harbor 401(k) Plan Offers Many Advantages
- When Should the Check be in the Mail?
- Participants are on a Need to Know Basis...and They Need to Know
- Mandatory Electronic Filing Applies to Form 5500 Soon!
- Voluntary Corrections for Qualified Plans
- Payment Options for Plan Expenses
- Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting
- ERISA Fiduciary Responsibilities
Associated Financial Consultants, Inc.
Associated Investor Services, Inc.
2699 Stirling Rd, Suite A-200
Ft. Lauderdale, FL 33312 | Map
Tel: (954) 983.5600 Fax: (954) 987.7710
Web: http://www.afc-ais.com
Associated Investor Services, Inc.
2699 Stirling Rd, Suite A-200
Ft. Lauderdale, FL 33312 | Map
Tel: (954) 983.5600 Fax: (954) 987.7710
Web: http://www.afc-ais.com
Our Services
- Investment Services
- Employee Benefits Design
- Group Health Insurance
- Pension Design & Administration Services
- Registered Investment Advisory Services
- Estate Planning
- Social Security Planning
- Financial Planning
- Retirement Planning
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Employee Benefits Design
- Group Health Insurance
- Pension Design & Administration Services
- Registered Investment Advisory Services
- Estate Planning
- Social Security Planning
- Financial Planning
- Retirement Planning
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
Disclaimer: Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be delayed.
Source: Google Finance
Source: Google Finance
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