Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Helping Key Employees Understand the Benefits of a Non-Qualified Plan
Retirement Town Hall Aug. 6, 2013 "Personal enrollment consultations by a retirement specialist can increase the benefit perception, thus the success of your non-qualified plan. During a personalized consultation, the retirement specialist should: [1] Highlight the plan details including a quick review of 401(k) plan IRS limits. [2] Ask questions to identify participation goal ... [3] Review deferral election options ... [4] Highlight the investment options.... [5] Explain distribution options.... [6] Gather beneficiary information or explain how to enter the information on the plan website." |
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