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Managing Director - Operations, Benefits Daybright Financial
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Retirement Plan Consultants
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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July Business Services
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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Southern Pension Services
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Anchor 3(16) Fiduciary Solutions
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BPAS
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BPAS
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Pentegra
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MAP Retirement
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ESOP Administration Consultant Blue Ridge Associates
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Retirement Relationship Manager MAP Retirement
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Year-End Checklist for Stock Options, Restricted Stock, and ESPPs
Bruce Brumberg in Forbes; subscription may be required 
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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