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Apprentice - Financial Services and Employee Benefits
Columbia Benefits, LLC (Englewood CO) |
DC 401(k) Plan Administrator
Gelman Pension Consulting, Inc. (New York NY) |
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Senior Pension Administrator
Spectra Associates (PA) |
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Retirement Plan Advisor / Relationship Manager
Growing Regional Bank (Houston TX) |
Defined Benefit Plan Administrator
AimPoint Pension (Telecommute) |
Senior Retirement Plan Administrator
Goldberg, Swedelson & Associates (Encino CA / Telecommute) |
ESOP Administrator
Blue Ridge ESOP Associates (VA / Telecommute) |
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9/17/2004:
Finding Lost Retirement Resources: How to Find Those Misplaced Financial Assets
(Ellen Hoffman, in Businessweek)
Excerpt: Consider this story of a California man whose property landed in the hands of the state's unclaimed-property office. The 74-year-old somehow lost track of a bank account that contained more than $270,000 in CDs, dividend income, and interest from bonds, as well as more than 37,000 company shares. The stocks, in outfits such as Mobil and Bank of America, yielded more than $1 million.
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