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Daybright Financial
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Regional Vice President, Sales MAP Retirement
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Goldberg, Swedelson & Associates
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Senior Retirement Plan Administrator (TPA) Public Accounting Firm
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Retirement Relationship Manager MAP Retirement
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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MAP Retirement
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Senior Counsel – Investment Solutions Great Gray Trust Company
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Defined Contribution Account Manager Nova 401(k) Associates
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MAP Retirement
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The MandMarblestone Group, llc
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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The Pension Source
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MAP Retirement
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Relationship Manager - Actuary Daybright Financial
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Does the 401(k) need a PLESA Feature? Exploring the Opportunities & ChallengesTRA [The Retirement Advantage] |
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Apr. 9, 2025 On-Demand Webinar |
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The Pension-Link Emergency Savings Account (PLESA) provides participants a tool to accumulate accessible emergency savings amounts within their retirement plan at work. The participant may take distributions from the PLESA account during the year. In addition, the deferrals to the PLESA account can be matched by the plan sponsor. PLESA accounts must be invested in conservative, principal secure investment vehicles. The PLESA is an optional provision and plan sponsors considering this strategy will weigh the benefits to the participants with the increased complexity to the plan. Learning Objectives
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