Loan & Distribution Specialist AimPoint Pension
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Compass
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AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Text of Report of Senate Finance Committee Savings and Investment Bipartisan Tax Working Group
Committee on Finance, U.S. Senate July 8, 2015
18 pages. "[O]ur initial review led us to focus on the area of private retirement savings. Though this system has been a success story, it also has many clear shortcomings that have been identified by policymakers in both parties as well as a broad coalition of market participants and advocates. Specifically, the working group identified three key goals for policy makers to pursue: [1] increasing access to tax deferred retirement savings, [2] increasing participation and levels of savings, and [3] discouraging leakage while promoting lifetime income."
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