Sentences with phrase «retirement plan sales»

«James is an outstanding addition to our team,» says Steve Chappell, Securian's national vice president of retirement plan sales.

Overview At StanCorp Equities, Inc., the retirement plans sales and marketing arm of The Standard (www.standard.com) we are committed to helping people achieve financial well - being and peace of mind.

Not exact matches

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

The Business Therapist ® helped us through what we'd consider to be common business challenges; accounting issues, sales, marketing advice, retirement planning and general business advice.

The disclosure of an alleged Labor Department investigation of Wells Fargo sales practices — including those in its retirement - plan services division — is sure to raise a few eyebrows, but should this sort of thing really be a revelation...

For a consultation from CUNA Mutual Fiduciary Consultants on your retirement plan, contact your Sales Executive (800.798.0770), or request information below.

For a consultation from CUNA Mutual Fiduciary Consultants on your retirement plan, call your Sales Executive (800.798.0770) or contact using the form below.

Find out how MEMBERS products and the value of risk control can work into your sales strategy and help you plan successful retirements for your clients.

For sales and trail commission information on purchases over $ 1 million and participant - directed qualified retirement plans, see a Putnam fund prospectus and the statement of additional information.

Operating income for fiscal 2017 totaled $ 2.098 billion, or 8.4 % of sales, excluding $ 186 million of restructuring and other costs, and $ 105 million of non-cash retirement plan settlement costs.

The non-binding budget resolution included such IDC asks as a provision to create an independent monitor to oversee the troubled New York City Housing Authority, diverting more than $ 400 million in city sales tax money to the MTA, and creating a secure choice savings account that would allow workers with no retirement savings plan to set aside money in a fund run by the state.

Also, I appreciate the point you are making with a home being «liquid» relative to a retirement account given the early withdrawal penalties and tax consequences of tapping your retirement accounts but you still need a place to live and it would take at least 30 days to cash in from the sale of your home — and that is assuming EVERYTHING goes according to plan.

Generally, the sales charge on a load mutual fund is waived if such a fund is included as an investment option in a retirement plan such as a 401 (k).

For sales and trail commission information on purchases over $ 500,000 and participant - directed qualified retirement plans, see a Putnam fund prospectus and the statement of additional information.

To help people like you understand the different product features of indexed annuities we've created this helpful video that explains the ins and outs of the indexed annuity product to give you the facts (without the sales pitch) so you can feel confident and assured in planning for your retirement.

This annuity may also be a good vehicle for large lump sums from insurance proceeds, group retirement plans, divorce settlements or large - ticket sales, which can be converted into an income stream.

Additionally, we may also collect and store financial data from your individual retirement account (s), 401 (k) plan and other workplace retirement plan accounts, brokerage accounts and mutual fund accounts, including account numbers, account access information, identity of financial service providers, investment holdings, fee billings and deductions, purchases, sales and other transactions.

Dedicated retirement sales and service teams serve advisors exclusively within the DC plan marketplace, delivering «best - practice» management resources and proprietary value - added sales tools to help advisors build their retirement plan business.

Investors might also pay markups, due when a brokerage sells securities from its inventory at a price higher than the market rate; sales loads, sometimes assessed when you make or sell an investment; surrender charges, imposed when someone pulls out of an investment early; investment advisory fees, which are what Mr. Five Percent wanted to charge me; and 401 (k) fees, additional expenses for operating and administering retirement plans that employees pay on top of fund management fees.

«The impact of reduced costs on retirement planning, and the potential to walk away with some cash from the sale of a home, make housing a key part of a retirement income strategy.»

Would it be better to sale some of the shares and deposit them into your retirement plan?

We'll guide you through your sale of stocks, bonds and mutual funds, and help report income from your retirement plan and rollovers, payments from your IRAs, 401 (k) s and more.

At one point the trend in defined contribution retirement plans was to expand the investment menu and have self - directed brokerage accounts (SDBA) available, but with all the behavioral finance information that's been shared, plan sponsors and advisers understand that an expanded menu often confuses participants, noted Paul Temple, senior vice president for retirement sales at Oppenheimer Funds.

Putnam offers a variety of fund share classes — A, B, C, M, R (for certain retirement plans), R6, Y, and T1 (Putnam Money Market Fund only)-- which offer different structures of breakpoints and sales charges.

For sales and trail commission information on purchases over $ 1 million and participant - directed qualified retirement plans, see a Putnam fund prospectus and the statement of additional information.

If you're in a tax - qualified retirement plan (IRA), then you can sell them all and invest the money into better performing investments, and escape all of this forever, without paying any capital gains taxes or sales loads (AKA an IRA Rollover).

Appendices to the book include sample sales agreements and partnership agreements, a sample transition plan template and retirement readiness assessment checklist.

For solo pracitioners and small to mid-size firms, successful succession planning involves planning not just for retirement and possible sale of the law practice but also preparing for how the practice will respond in the event of a lawyer's death, illness or disability, Learn how to prepare your law practice for sale, retirement and contigencies.

Represented broker - dealer in NASD / FINRA arbitration involving sale of funding vehicles for 412 (i) defined benefit retirement plan and advice to broker - dealer on response to subsequent regulatory investigation

IL MCLE / PR CLE): Preparing your law practice for the planned (sale or retirement) and the unplanned (death, illness or disaster) events.

The appellants, electricity ratepayers required to pay debt retirement charges to the Ontario Electricity Financial Corporation, brought an action seeking damages and declaratory relief concerning the sale of shares in Hydro One, pursuant to a plan to privatize the electricity utility.

PNB MetLife provides a wide range of protection and retirement products through its Agency sales of over 20,000 financial advisors and multiple bank partners, and provides access to Employee Benefit plans for over 800 corporate clients in India.

National Pension Scheme being the cheapest market linked retirement plan among all other Retirement plans (EPF, PPF and Mutual Funds) suggests that it would have recorded maximum number of sales.

By following the trend of sales in last few years, it's visible that people are increasingly showing their interest in buying a retirement annuity plan for themselves.

They rank amount the very top in total life insurance sales, universal life sales, variable universal life sales, and retirement and group plans.

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

* 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...

Objective: Internal Wholesaler Highly motivated, goal - oriented, and results - driven professional, with profound background in finance, including generating new sales ideas and developing short - and long - term financial planning; equipped with comprehensive background in selling equities, mutual funds, fixed - income products, qualified and non-qualified retirement plans, buy - sell agreements, and insurance products.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

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

If the home is being acquired by one spouse who plans to live there for several years and is not ever likely to incur a capital gains tax upon a future sale, he / she takes all the equity in the home tax - free, both present and future - acquired, while the other spouse takes a retirement asset which he / she will have to eventually pay taxes on.

The following income is also includible as income for calculation of child support: gains on sale of real estate, interest and dividends, net rental income from rental properties, distributions from retirement plans, including IRA's and social security payments, social security disability income, and worker's compensation income.

The DOL Fiduciary Rule applies specifically to the sale of products for Employee Retirement Income Security Act of 1974 (ERISA) plans and individual retirement accounts (IRAs).

Hess, Quentin Miller, and Ron Felpel are holding on to new talent by hiring sales associates as employees, complete with a group health plan and 401k retirement accounts.

«NAR does so much to help homebuyers overcome financial challenges to achieve their dreams, so I made it a priority to help our members build a sustainable financial plan to carry them through slower sales years and into their retirement,» Brown says.

«As an individual agent, your retirement plan is only as good as your last deal, but if you can build a real asset, and we can show you how to do that, I think that will have a huge impact on the livelihoods of our sales force.»

Success is a relative term and in business planning, like football strategy, you design, implement and reap success by your own definition, whether it is volume sales, being a top producer, time with family or on the golf course, retirement at 60 or all of the above.

«One of the things that has been on our radar screen for a while is the sales agent's lack of ability to plan for retirement,» says Michael Polzler, executive vice-president of Re / Max Ontario - Atlantic Canada.

The point at which a sales rep could cash out the vested portion of the retirement savings plan would be after a pre-agreed to amount of time has passed.

You're using the capital contribution in your C - Corp from the sale of stock to your retirement plan.