Recommendation for 409A/457f Documents

[austin3515]

Please let me know what options are out there, what you are happy with. FT does not have a 457f option. I am already familiar with Sungard Corbel, looking for others.

Thanks in advance!

[lbell]

Austin 3515

There is an approach now permitted after this summers final regulations on 457(f). I have attached a one pager and article and radio interview on the planning tool. Please feel free to reach out to me if you are interested in seeing how it works

lbell

Non Profit Death Benefit Plan.pdf

New Regulations Affect §457 Plans for Non Profits - Accounting and Financial Planning for Law Firms Article - Law Journal Newsletters.html

[austin3515]

Anyone?