Pollard & Associates
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Retirement Planners and Administrators (RPA)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Fringe Benefit Group
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Greenline Wealth Management
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July Business Services
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Regional Sales Director (West) July Business Services
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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July Business Services
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Great Lakes Pension Associates, Inc.
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New York City District Council of Carpenters Benefit Funds
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Retirement Solutions Specialists
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Are You Ready for a Cash Balance Plan? (PDF)
Retirement Management Services Feb. 10, 2016
"What is a cash balance plan? ... How much can I contribute for myself each year? ... Those contributions are really high -- is this legal? ... Where is the money invested? ... How is the plan funded? ... What happens if I can't afford to fund the plan for a particular year? ... Can I give key employees a higher allocation than the rest of my staff? ... Should I terminate my 401(k) plan and just have a cash balance plan?"
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