Compass
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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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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Silver Linings Exist in COVID-19 Market: Funding a Non-Qualified Deferred Compensation Plan
OneDigital Health and Benefits Apr. 14, 2020 "By liquidating the mutual fund plan assets, a capital loss is preserved, assuming there are losses in the mutual funds. If those plan assets are then used to purchase the same or similar mutual funds 'wrapped' with COLI contracts, all the gains achieved during the economic recovery could grow on a non-taxable basis. This strategy allows you to get a tax credit and eliminate future taxation on the asset." |
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