Sentences with phrase «plan assets exceed»

And one of those requirements is the obligation to file Form 5500 - EZ if plan assets exceed $ 250,000 even if the business owner (and spouse) are the only participants.

Annual Form 5500 filing after plan assets exceed $ 250,000; periodic plan amendments for legislative changes.

Annual Form 5500 filing after plan assets exceed $ 250,000; periodic plan amendments for legislative changes.

Not exact matches

An exit strategy is a contingency plan that is executed by an investor, trader, venture capitalist or business owner to liquidate a position in a financial asset or dispose of tangible business assets once certain predetermined criteria for either has been met or exceeded.

If the monthly targeted retirement savings exceed what is allowed to be saved in an IRA or employer's plan, building additional assets in a taxable account or an emergency fund may be considered.

Unfunded Benefit Liabilities - The amount by which the value of a defined benefit plan's promised pension benefits exceeds the plan's assets.

Unfunded Vested Benefits (UVBs)- The amount by which the value of a defined benefit plan's vested benefits exceeds the plan's assets.

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

Professional Experience U.S. Army National Guard (Flemington, NJ) 01/2010 — Present Second Lieutenant, Finance Corps • Trained in Generally Accepted Accounting Practices (GAAP) and OMB Circular A-123 Internal Controls • Responsible for the management and disbursement of over $ 7,000,000 in tangible assets during military missions • Supervised financial control and money management procedures of four subordinate units • Coordinated and purchased logistical materials and sustenance of National Guard unit • Planned, executed, and coordinated over 45 missions with other unit officers to meet and exceed unit goals