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Transamerica Retirement Solutions is focused exclusively on providing retirement plans of all types to organizations of all sizes. The entire spectrum of defined benefit and defined contribution plans, including 401(k) and 403(b) (Traditional and Roth), 457, profit sharing, money purchase, cash balance, Taft-Hartley, multiple employer plans, nonqualified deferred compensation, and rollover and...
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Why Save For Retirement? Most of us have a good idea of what we want from retirement, but we need a better understanding of how to make our expectations a reality. Have you given thought to what type of income you can expect when you retire? A dramatic change in the way we view retirement is taking place throughout the workplace in America. We are realizing the traditional retirement sources of...
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Compare 403(b) products and make informed retirement investment decisions. A checklist to help guide you in selecting your best retirement savings option. Browse and compare fees, returns and services to find your best option. Learn more about 403(b) basics, retirement planning and investing,.
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Annuity Investors Life is a member company of Great American Insurance Group, which is primarily engaged in property and casualty insurance and in the sales of fixed and indexed annuities. We are rated “A Excellent” for financial strength and operating performance by A.M. Best. The members of the...
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OppenheimerFunds is one of the world's most reputable investment firms. Explore how our global asset management strategies have made us an industry leader. As a committed partner, we provide tools, insights and services that are designed to help you make informed investment decisions. We strive...
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Voya Financial is here to help you plan, invest and protect your savings to get ready to retire better. See how America’s Retirement Company can help you! 457b Special Catch-Up Election Contribution Calculator. Traditional vs. Roth 401k / 403b / 457b Calculator.
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Unum provides supplemental insurance coverage in the workplace. Our benefits protect the financial income of thousands of employees in numerous industries. Offer better benefits for the people who keep your business growing. Connect your clients to powerful benefit solutions. Select the category below that best describes you.
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Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York,...
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Get financial planning advice and retirement investment advice from Ameriprise financial advisors at ameriprise.com. Ameriprise is rated #1 in the investment firm category for customer service according to the Temkin Group 2017 Customer Service Ratings. The Temkin Customer Service Ratings (TCSR) is an openly available benchmarking metric for a critical customer interaction. The TCSR is based on...
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Visit the Retirement Education Center to explore calculators, videos, and articles on a variety of topics, customized to your retirement goals. ICMA-RC Review of Tax Reform Legislation's Potential Impact on Public Sector Retirement Plans as of December 22, 2017. ICMA-RC encourages public sector employees to plan for the future as part of National Retirement Security Week. Vantagepoint Funds,...
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For over 40 years, HBS has provided cost-effective employee benefits and retirement planning programs. We're independent. We are not encumbered by the conflicts of interest that many brokers face due to their ownership structure. Many are challenged by the directives of their corporate hierarchy, and others by their compensation arrangements. We're in the business of protecting our clients. We...
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We can help you take a broader approach to preparing for retirement with investing, saving and planning options that include rollover and roll-in services, life insurance solutions, annuities and IRA options. You are encouraged to discuss rolling money from one account to another with your financial advisor/planner, considering any potential fees and/or limitation of investment options. Putnam...
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BrightScope is a financial information company that brings transparency to opaque markets. "BrightScope has developed a 100% quantitative, independent analysis for 401k plans that will be a valuable resource for companies to benchmark their plans compared to plans of similar size, industry and demographics​.". "Weatherly's contact with the founders of BrightScope over the last 5 years has been...
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On July 23, 2007, the first comprehensive regulations in 43 years were issued. The regulations package reaches out beyond 403(b) to also provide guidance on 414(c) common control for certain tax-exempt organizations. The general effective date is for taxable years beginning after December 31, 2008, with some notable exceptions. The portion of the regulations dealing with the grandfathering of...
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Relevant Investments will alert you to changing market conditions, let you know when the market is “ripe” to balance your portfolio, and remind you when it’s. Choosing the right funds within your 401(k) Retirement Plan is the most critical and daunting task you face as a 401(k) investor. Instead of wading through the myriad of confusing fund choices then hoping you’ve made the right decisions...
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PenServ Plan Services, Inc. is an independent third party administrator offering recordkeeping and administrative services for qualified retirement plans. With more than 25 years of experience in providing high quality consulting and reporting, PenServ understands that accessibility and responsiveness are critical in selecting a firm to administer retirement plans. We strive to provide...
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McCready and Keene provides administrative and recordkeeping services and is not a broker/dealer or an investment advisor. Neither McCready and Keene nor its representatives provide tax, legal, fiduciary or investment advice. Mutual funds are sold by prospectus. To obtain a copy of the prospectus, the participant should contact the plan’s investment advisor or the mutual fund company directly....
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Best source for unbiased 403(b) and TSA news and information. Despite predating the 401(k) by 20 years, public 403(b) plans — those covering K12 employees — remain a mess. They are typically beset by high fees, indifferent employers, and uninformed employees. But there is a growing reform movement. Follow the 403(b) reform movement. Groups in Wisconsin, Virginia combine members’ retirement...
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Governmental 401(a) plans - Working for the state, county, or the local government (including public education institutions)? How to guides - for enrolling, changing allocations, making withdrawals, and using many important features of your plan. Getting Started - Whatever your age, it's always a good time to save for retirement. Here's how to get started. 401(k) plans - Working for a...
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What MF Advisers – as THE 403(b) Firm – can do for you: If you are a participant in a 403(b) plan: MF Advisers will meet with you, discuss your. MF Advisers will meet with the decision-makers, discuss what works/what needs improvement, review the specifics of the plan, and recommend an ongoing plan of action and review schedule for YOUR PLAN. MF Advisers will meet with you, discuss your...
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