'Plan document' diaporamas de présentation

Final 403(b) Regulations

Final 403(b) Regulations. Focus on Impact for K-12 Schools. Overview of Presentation. Provide summary of relevant features of final 403(b) regulations Discuss impact on public education employers and employees Planning strategies and action steps

978 views • 72 slides

Insurance Challenges and Ways to Succeed

638 views • 53 slides

Fiduciary Responsibilities Under ERISA

This UBA Employer Webinar Series is brought to you by United Benefit Advisors in conjunction with Jackson Lewis.

611 views • 53 slides

Lisa S. Kantor, Esq. Kantor & Kantor (877) 783-8686 www.KantorLaw.net LKantor@KantorLaw.net

WORKING WITH INSURANCE COMPANIES TO OBTAIN COVERAGE FOR APPROPRIATE TREATMENT FOR EATING DISORDER CLIENTS. Lisa S. Kantor, Esq. Kantor & Kantor (877) 783-8686 www.KantorLaw.net LKantor@KantorLaw.net. OUR ROADMAP. Communication Fundamentals Different Types of Health Insurance

638 views • 49 slides

What to Expect from an Employee Benefits Security Administration (EBSA) Investigation

571 views • 38 slides

WHAT ADVISORS NEED TO KNOW:

WHAT ADVISORS NEED TO KNOW: A "TOP FIVE" LIST OF COMPLIANCE CHALLENGES FOR HEALTH AND WELFARE PLAN SPONSORS Dan Bond, Principal Capstone Benefits Group dbond@capstonebenefits.com 877.328.7880. Challenge #1: Liability .

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EBSA Organizational Chart

563 views • 34 slides

New 403(b) Regulations

New 403(b) Regulations. Pete Gautreau, CPA Partner Danielle Witten, CPA Senior Manager. Agenda. New 403(b) plan regulations Why the change? What’s different? Common mistakes Steps to take now. New 403(b) Plan Regulations. Written plan document Universal availability

485 views • 30 slides

Pension Trends & Understanding Changes to GASB 68

Pension Trends & Understanding Changes to GASB 68 Presented by Betsy Waldofsky , Finance Director & Leon Hank, Chief Finance Officer . About MERS. MERS is a nonprofit organization, independent from the State, that provides retirement plans for municipal employees

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403(b)s, Cash Balance Plans and other topics

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Code Section 125 Cafeteria Plans

Code Section 125 Cafeteria Plans. Commonwealth Health Insurance Connector Authority February 8, 2007. Intent Behind M.G.L. c. 151F. Increase employer sponsored access to health insurance Make it more affordable for individuals to comply with the mandate through net tax savings

356 views • 22 slides

Aaron Prince (248) 375-7453 Bruce Delbecq, CPA (248) 375-7276

Aaron Prince (248) 375-7453 Bruce Delbecq, CPA (248) 375-7276. 403(b) Arrangements Assessing the changes Planning for the future Michigan Community College Business Officers Association November 2, 2006. Summary of Session Topics. Review of Proposed 403(b) Regulations

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403(b) Retirement Plan Compliance

403(b) Retirement Plan Compliance. Gary Mauger and Christine Dailey Managing Partners (704) 900-5566 gmauger@newpcg.com www.newpcg.com. Agenda. Key 403(b) regulations First year audit findings Employer responsibilities Next steps Resources for help

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Employee Retirement Income Security Act ERISA

356 views • 16 slides

Defined Contribution Plans

Defined Contribution Plans. Basic training for sales people who are new to selling retirement plans. Why do employers offer retirement plans?. Attract and retain employees Additional form of compensation Help employees plan for their financial future

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I owa b ankers 105/125 Advantage Plans

I owa b ankers 105/125 Advantage Plans. 2010 Employee Benefit Workshop. 2010 Plan Year End. Communication-105/125 Bulletins Complete Data Gathering Form/ Payroll Calendar Sent September 24 th Due October 18 th Notify employees: OTC changes in plan for 01-01-11 Sent September 15 th

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Double Your Retirement Savings Opportunities: Section 457 Plans for Public School Employees

250 views • 14 slides

VSA Retirement Committee

VSA Retirement Committee. January 14, 2008 Meeting. Pension Reform Act of 2006. Upsides Align 403(b) rules w/ 457(b) and 401(k) plans Strategic opportunities for employers to help plan participants Improve performance and reduce fees for employees Downsides Heightened employer role (shift)

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AmeriFlex Presents

AmeriFlex Presents. The ePOP Plan Document: A Guided Tour. Outline of Presentation. What is the plan document? Walkthrough Introductory Provisions/Definitions Eligibility and Participation Election Rules Benefits Offered/Method of Funding Premium Component

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Project Manager: Rajiv Chalasani Mark Goesmann Kevin Staake David Nyman

International Computerized Agriculture Budgeting (ICAB). Project Manager: Rajiv Chalasani Mark Goesmann Kevin Staake David Nyman. Client : Dr. Lynn Beck Department of Economics. Where we are. Finishing up our high fidelity prototype Database Loading dummy input

169 views • 8 slides