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3(16) Retirement Plan & Customer Liaison

Compass
(Remote / Stratham NH / Hybrid)

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Plan Administrator, Defined Benefit & Cash Balance

The Pension Source
(Remote / Stuart FL / NY / TX / Hybrid)

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Temporary Document Specialist

BPAS
(Utica NY)

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Strategic Retirement Plan Consultant

Retirement Plan Consultants
(Urbandale IA / Des Moines IA)

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Regional Vice President, Sales

MAP Retirement
(Remote)

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Retirement Plan Consultant

MAP Retirement
(Remote)

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Retirement Plan Administrator

Pattison Pension
(Albuquerque NM / Hybrid)

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Data Administrator II

DWC - The 401(k) Experts
(Remote)

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Defined Benefit Plan Consultant/Actuarial Analyst

Sentinel Group
(Remote / Everett MA)

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Retirement Plan Consultant

Sentinel Group
(Remote / Everett MA)

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DC Administrator

Pension Investors Corporation
(Remote / Altamonte Springs FL)

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Plan Consultant - DB/CB

MAP Retirement
(Remote)

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Retirement Relationship Manager

MAP Retirement
(Remote)

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Year-End Checklist for Stock Options, Restricted Stock, and ESPPs
Bruce Brumberg in Forbes; subscription may be required Link to more items from this source
Dec. 10, 2021

"[1] Should you plan for tax-law changes by Congress? ... [2] Income-shifting and multi-year planning ... [3] Withholding may not cover taxes owed ... [4] Incentive stock options ... [5] Year-end planning for pre-IPO and IPO companies ... [6] Confirm dates for exercise and vesting: 2021 or 2022?"

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