Sentences with phrase «experience in retirement planning»

We are real financial advisors with decades of experience in retirement planning and 401k management.

Our wealth of experience includes our team of professionals who have more than a century of collective experience in retirement plan administration.

Summary Over 25 years» experience in the retirement plan industry providing detailed analyses of ass...

Not exact matches

Our CERTIFIED FINANCIAL PLANNER ™ practitioner and experienced, caring professionals work with you through your life changing concerns with expertise in retirement planning, investment management, insurance planning, tax planning, and estate planning.

Considering that many of the people who participate in employer - sponsored retirement plans have little or no investment experience at all, Financial Engines is filling a badly neglected role in the investing world.

This experienced team is adept in helping retirement plan sponsors develop effective strategies for meeting their plans» investment goals, limiting risk and coordinating administrative needs.

Specific claims of a specialty or expertise in Social Security Claiming Strategies and «comprehensive» retirement income planning should be supported independently by other means including professional work experience, tenure and / or specific job duties and job title granted by an employer.

With American corporations eliminating more than 84,000 pension plans since 1985, and with the stock market experiencing over a decade of unprecedented volatility, Cheryl was acutely aware of how important this decision had become for what is the first generation in history required to self - fund their retirement.

And last month I wrote about a new paper studying an early retirement plan in Illinois that led to huge numbers of older, more experienced teachers retiring but which resulted in no academic harm.

The majority of our advisors are Certified Retirement Planning Counselors (CRPC), and several of them have additional certifications and experience in specific areas like teacher retirement, insurance services and tax pPlanning Counselors (CRPC), and several of them have additional certifications and experience in specific areas like teacher retirement, insurance services and tax planningplanning.

Access to experienced professionals in estate planning, retirement planning, tax, legal, accounting, trust services and investment planning and management

Rob Hassenrik, Financial Consultant and Chartered Retirement Planning Counselor (SM) at DFCU Financial Partners, brings more than 21 years of experience in the financial services industry and specializes in 401 (k) rollovers, retirement planning and college pPlanning Counselor (SM) at DFCU Financial Partners, brings more than 21 years of experience in the financial services industry and specializes in 401 (k) rollovers, retirement planning and college pplanning and college planningplanning.

They are experienced in federal government retirement plans, including the Federal Employees Retirement System (FERS), Civil Service Retirement System (CSRS) and Thrift Savings Plan (TSP).

Most investments involve taking on risk, which many people think of as volatility — the ups and downs you'll experience — but I prefer to think of it as uncertainty, as in you generally don't know exactly how an investment will perform, which can make things like retirement planning a bit of a challenge.

Vestwell is partnering with Namely, a human resource (HR) platform for mid-sized companies, to provide an all - in - one retirement experience for plan sponsors and their employees.

With over two decades of experience in the financial services industry, he writes about all aspects of financial planning and retirement.

From experience, I can tell you that most retirees pay lower tax rates in retirement, Linda, particularly with a bit of planning and especially given the high tax rate you'd pay today on a full year of salary plus your RRSP income.

This is important, because in planning for retirement in the future, it is not clear whether asset returns in the twenty - first century United States will continue to be as great as in the twentieth century, or whether savers and retirees should plan for something closer to the average international experience.

If your income is high and you have a pension plan, the odds of experiencing Old Age Security clawbacks in retirement increases.

In - service withdrawals are made from qualified employer - sponsored retirement plans such as 401 (k) plans before participants experience a triggering event.

In fact, 72 % of retired Americans report experiencing at least one financial challenge in retirement.1 To keep up with changes, financial plans need to continue evolvinIn fact, 72 % of retired Americans report experiencing at least one financial challenge in retirement.1 To keep up with changes, financial plans need to continue evolvinin retirement.1 To keep up with changes, financial plans need to continue evolving.

She brings extensive experience to IFA along with the leadership and depth of knowledge that will help to significantly increase IFA's presence in the retirement plan business.

-- was published in Fall, 2009 and deals with issues in retirement planning and investing.You can read Terry's columns, as well as post questions and comments at her website www.terrysavage.com, follow her on Twitter @TerryTalksMoney and on Facebook — The Savage Truth.Terry's financial expertise comes from experience.

Sometimes that path is not feasible for those that may have a family or people that need to put time into their careers in order to gain work experience or those that want to plan their future with their husband, family and / or retirement.

Mary Ellen has extensive experience in employee benefit plan selection and design, as well as plan drafting and implementation, whether qualified or non-qualified retirement plans, flexible benefit plans, or welfare benefit plans.

Ms. Tomasco's extensive experience in this area has led to positive results for her clients, such as her successful defense of a financial institution against a claim by its pension plan participants for additional retirement benefits.

Jennifer has experience in a broad range of benefits and compensation matters, including qualified retirement plans, executive compensation, and welfare benefit plans.

Partner Mark Miller has significant experience in designing all forms of qualified retirement plans and executive compensation arrangements, as well as litigating issues involving these types of plans.

Many pension plans, both private and public, experience funding problems because of the variable return on their investments along with the lengthening of the period of retirement due to an increase in our life expectancy.

Scott + Scott has significant experience in prosecuting major securities, antitrust, and employee retirement plan actions throughout the United States.

In my experience, most people I work with in their 40's or 50's are planning for retirement by paying down their debts, and investing for the futurIn my experience, most people I work with in their 40's or 50's are planning for retirement by paying down their debts, and investing for the futurin their 40's or 50's are planning for retirement by paying down their debts, and investing for the future.

A qualified and experienced financial advisor / planner can be of great help in developing a sound retirement plan for the individual, keeping in mind his / her unique circumstances so that he / she can have the maximum possible funds available during retirement years.

Solid experience in the legal restrictions, laws of retirement plans, internal and external policies, tax shelters and trust.

Your military training, skill development, and overall experience is a tremendous asset to potential employers — but you must learn to package those experiences, set and map a course to seek new employment, which includes focusing your career search and mapping a strategy, and planning in advance of your retirement date.

Proven salesman with experience in insurance, retirement planning, investments, and highly effective communication and human relations skills seeks inside sales position.

Financial Profession position bringing experience in strong client service and in building relationship skills, in informing and educating and guiding individuals and families and smaller companies through suitable financial needs, including insurance & retirement planning, educational planning, wealth distributions, rollovers, wires, multitasking in a fast paced environment and strong computer and technical skills.

* Build client relationships Financial investments retirement planning and insurance product sales Experience in forecasting planning and expense management of corporate budgets Produced corporate financial reports for statutory / GAAP accounting income statements and balance sheets Relationships * Effective developing strong relationships to understand client / employee needs and achieve results Positive open leadership style...

PROFILE Attorney with experience in compliance, tax, estate planning, estate administration and qualified retirement plans.

Extensive experience in complex defined benefit and defined contribution retirement plan investment management, risk management, financial analysis and accounting, capital markets, complianc...

Professional Experience TIAA - CREF (New York, NY) 3/2006 — 7/2010 Institutional Client Relationship Manager • Administered retirement plan benefits ensuring accurate, timely, and legally compliant operations • Hired, trained, and supervised junior financial services staff • Proficient in interpretation and application of IRS, ERISA, and related regulatory schemes • Created and implemented client training program to ensure understanding of company products • Assisted external auditors guaranteeing comprehensive and accurate analysis of business health • Prepared and presented annual benefits report to CFO, senior leadership, and benefits staff • Represented company at industry events, product demonstrations, and annual benefit fairs • Provided exceptional customer service resulting in client satisfaction and repeat business

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

Experience — 30 years experience in the financial services field with expertise in all areas of financial planning including retirement, education, cash flow, estate, risk management, and investmentExperience — 30 years experience in the financial services field with expertise in all areas of financial planning including retirement, education, cash flow, estate, risk management, and investmentexperience in the financial services field with expertise in all areas of financial planning including retirement, education, cash flow, estate, risk management, and investment planning.

In addition to my experience as a Collaborative divorce attorney, I bring to the collaborative table my experience in working with retirement plans, business valuations and asset distributions from many years of family law practicIn addition to my experience as a Collaborative divorce attorney, I bring to the collaborative table my experience in working with retirement plans, business valuations and asset distributions from many years of family law practicin working with retirement plans, business valuations and asset distributions from many years of family law practice.

The guest on this show shares the mistakes made in his buy and hold investing business experience and how to build a business around the lifestyle you want to live, planning for retirement and making a passive income while you travel.