Sentences with phrase «retirement plan partner»

As your local retirement plan partner, Univest Investments can help you decide what retirement plan makes the most sense for your company.

Not exact matches

The partners at his 25 - employee law firm had picked their plan 15 years ago, long before technology - driven retirement platforms started to drive down costs.

• Ascensus, a portfolio company of Genstar Capital and Aquiline Capital Partners, agreed to buy Benefit Planning Consultants Inc, a Champaign, Ill. - based provider of employee benefits and retirement administration services.

Uber has partnered with Betterment to provide retirement planning services for their drivers.

«People spend more time planning for their next vacation than for retirement — a huge mistake,» said Scott Bishop, partner and executive vice president of financial planning at STA Wealth Management in Houston, Texas.

A divorce can derail the best - laid retirement plans, particularly if it occurs later in life, when there is less time for partners to recover financially.

In an effort to help plan sponsors and retirement plan professionals communicate more effectively with participants, Invesco Consulting teamed up with the political consultants and word specialists, Maslansky + Partners, to conduct one of the largest, most comprehensive studies of its kind on financial language.

The duo partnered with their IT entrepreneur college classmate, Randy AufDerHeide, who left his job building company websites, and together, the team started an application to optimize employer - sponsored retirement plans for working Americans.

Voya partners with Quartz to communicate need for smart financial planning as longevity and technology provide more opportunities in post retirement life, and how Voya can help.

If you are still struggling with how to finance your retirement, take a look at Morneau Shepell partner Fred Vettese's article in the March / April issue of Plans & Trusts.

«Clients need to have begun to process how much longer they want to work and what their spending will likely look like in retirement,» says Spencer Hall, managing partner of Knoxville, Tennessee - based Retirement Planning Services, LLC.

The group holds seminars on retirement planning and tax advice for domestic partners, and forums on career development including topics such as what it's like to be out within the community and the company.

First, we've partnered with the UAPCS to offer a 401k retirement plan, which helps schools offer a plan to their employees with better performance and lower costs.

«They never tell you that homeownership can be a real headache,» says Kyle Winkfield, managing partner at O'Dell, Winkfield, Roseman & Shipp, a retirement income planning firm in Rockville, MD..

Derek Mercey, an industry consultant and vice-president of Care Planning Partners and The Care Guide Inc., which publishes guides to retirement homes, estimates about 25 % of retirement home units are devoted to providing this level of basic support.

«It should be called a retirement savings plan,» says Malcolm Hamilton, partner with Mercer Human Resource Consulting.

Take the amount of money your family will need to cover any expenses — whether it's immediate cost of living expenses, long - term plans like paying off a mortgage, one - time big expenses like college tuition, and / or funding your partner's retirement — and that's the amount that you'll need to have on hand to be self - insured.

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.

The Canada Pension Plan Act permits you to assign a portion of your retirement pension to your spouse or common - law partner.

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

The best pre-retirement investment: spending time and money to partner with CFP ® professional to help build a pre and post retirement financial plan and portfolio individualized to your specific retirement needs and dreams, and that's built to last through the many years of retirement.

For decades, J.P. Morgan has partnered with advisors, plan sponsors and individuals to help them focus on improving retirement plan outcomes.

Uber has partnered with Betterment to provide retirement planning services for their drivers.

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.

While firms like Fidelity have supported this growth by selling Vanguard's products to their customers, now it seems that brokerage firms and retirement - plan administrators are belatedly trying to cut off — or at least slow — the flow of cash to a company that has been both a partner and a competitor.

The same principles apply to choosing a financial institution to partner with in your retirement planning.

Increasing your current savings, or designating each other as the beneficiary of your own retirement plan or life insurance policy, are all possible ways for you and your partner to ensure a comfortable retirement for one another.

«If you invest too conservatively, you are giving up a lot of long - term performance, which can hurt your future retirement plan,» says Andreas Scott, a 20 - something certified financial planner with Collaborative Legacy Partners.

«Your fiscal health and physical health have some of the same rules of thumb,» says Kyle Winkfield, managing partner at O'Dell, Winkfield, Roseman & Shipp, a retirement and income planning firm.

Retirement planning If you and your partner have committed for the long haul, then you need to sit down with a financial planner and determine how to approach your retirement savings.

A spousal RRSP is a private retirement plan to which one partner (often the higher income earner) contributes for the other.

Shareen has partnered with hundreds of TPAs, record - keepers and advisors to provide the best retirement plan solutions for plan sponsors and participants.

CVMA partners with Alliant / Mesirow Insurance Services to provide a full line of products to meet your needs, from medical / dental plans to ID theft assistance to retirement planning.

Most law firms leave it to partners to make plans for their retirement, but they are often too busy to spend time on their own financial planning and fail to take the adequate steps.

Start the transition before the client realizes you are doing so: When you know the relationship partner's plans for retirement, commence the transition process at least a year or two in advance, selecting the replacement.

Partner / associate relationships, i.e., the ratio of associates to partners, classes of partners and associates, criteria for admission to partnership, communications among and between partners and associates, retirement planning, etc.;

Whether you are a lawyer who is considering retirement options or a law firm that is concerned about the future of the firm as senior partners age, creating a transition plan can help ensure that firm continues to thrive.

First, I encounter quite a few firms where there are no obvious replacements to the current leadership team or where the expected retirement of, say, 10 % of the partners over the next five years has not been planned for.

Similarly, Ron Friedmann reflects on the predicted decline of BigLaw in a recent post and contends that one cause of managing partners» apparent selfishness may be the result of their looming retirement and thus unwillingness to plan for anything more than maintaining profit levels in the short term:

The leadership announcements come ahead of the planned retirements of current chairman Bradford Malt and current managing partner David Chapin, who are approaching Ropes & Gray's mandatory retirement age of 65.

In this firm, equity partner retirements are planned to begin in 2018.

Business owners and business partners should prepare for their retirement as well as unanticipated situations, such as death or incapacity, by putting strategic business succession plans into place.

The Canadian Bar Association provides a toolkit for planning for partner retirement.

While it doesn't have a pension plan, partners at Lerners LLP continue to receive some income during their transition into retirement, based on files they brought in while at the firm.

This can be anything from succession planning as key partners move towards retirement, growth in an area due to the firm's profile for that work, or key clients needing advice in new specialist areas of law that the firm wants to service.

To address these issues, some firms adopt a sliding scale of the amount retirees receive from current revenues, agreeing to pay smaller amounts to partners further away from retirement, until the plan self - liquidates.

Other firms will grandfather certain retirees and partners into the discontinued unfunded plan, which could ultimately become a substantial liability as people live longer into retirement, says former WolfBlock senior litigator H. Robert Fiebach, now a senior commercial litigator at Cozen O'Connor in Philadelphia.

Rochester partner and co-leader of the firm's labor and employment practice Eric Paley is quoted in this piece about a new wave of lawsuits targeting the retirement plans of several colleges and universities.

whether the spouse or common - law partner is also receiving Canada Pension Plan disability benefits or a retirement pension;

Rochester Labor & Employment partners Eric Paley and Christian Hancey are both quoted in this article discussing the impact retirement plan fee litigation, which many colleges and universities are facing, has on the higher education community.