Know Your Rollover Options
Tags: POSTEMPLOYMENT benefits -- Management; RETIREMENT -- Planning
Related Articles
- Retirement Planning & Lifestyles Expo slated at convention center. // Journal of Business (10756124);4/19/2007, Vol. 22 Issue 9, pB5
The article provides information on the "Retirement Planning & Lifestyles Expo," which will be held on April 28 to 29, 2007 at the Spokane Convention Center in Washington. According to chief executive officer and the show promoter Bonnie Latvala of Mb3 Media Design Inc., the event will bring...
- The Retirement CEO. Diehl, John // On Wall Street;Jun2012, Vol. 22 Issue 6, p49
The article focuses on the transition of employees into retirement and the role of financial advisors to help them become the chief executive officers (CEOs) of their retirement. It says that retirement reflects the capital or retirement savings, which retirees have made during their working...
- How do I know I won't run out of money before I die? Kwiatoski, Debbie // Hudson Valley Business Journal;6/4/2012, Vol. 23 Issue 23, p8
The article offers strategies in attaining sufficient retirement income that will last for a lifetime. It suggests that each person should stick to their retirement plans because an extension of a career and postponement of social security benefits can reduce the chances of savings to run out....
- Entering the 403(b) Market. Leyes, Maggie // Advisor Today;Jun2008, Vol. 103 Issue 6, p64
The article offers sales ideas in the retirement market, from Michael Shumway of Shumway Financial Planning in the U.S. He suggests to focus into an endless supply of prospects. Shumway also gives advice to an agent who is new to the business to team up with an experienced agent. Moreover, he...
- Outstanding loan can cut your pension benefit. // NYSUT United;Dec2010, Vol. 1 Issue 4, p39
The article offers information related Employee's Retirement System including the reduction of service retirement benefit when a retiree has an outstanding loan, paying off the loan before retiring, and getting more data on the retirement system.
- Insurance can help with retirement needs. Israelov, Rhoda // Indianapolis Business Journal;10/27/97, Vol. 18 Issue 32, p55
Gives advices regarding the significance of insurance with the retirement needs. How a corporation can impose a tax deduction; Length of period a person should have until retirement for investing in the stock market; Information on term life policy.
- Ask a benefit manager. Nirtaut, Dennis J. // Business Insurance;2/26/96, Vol. 30 Issue 9, p14
Contends that educating workers on retirement should be a priority of benefit managers in 1996. Reference made to survey conducted by Financial Executives Institute's Committee on Investment of Employee Benefit Assets; Key aspects of an education program; Effective approaches to education;...
- Profit motive spurs fiduciary liability claim rise. Larsen, Mark; Norton, Phil // National Underwriter / Property & Casualty Risk & Benefits Manag;4/24/95, Vol. 99 Issue 17, p14
Reports on the increase in fiduciary liability insurance claims arising from mismanagement by employers of employee retirement funds. Mergers and consolidation of firms as factor in fostering vigilance among employees on their privileges under such funds; Need for careful administration of...
- The Switch to 401(k) Pension Plans. Rubis, Leon // HRMagazine;2005 Anniversary issue 13, Vol. 50, p42
The article presents information on the shift of employers from defined benefit (DB) pension plans to defined contribution plans in the U.S. The tightened regulations on pension plans resulted to the decline in DB plans. A survey by Hewitt Associates found that almost 30 percent of workers...
