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July Business Services
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Managing Director - Operations, Benefits Daybright Financial
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Retirement Plan Administration Consultant Blue Ridge Associates
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Southern Pension Services
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Relationship Manager MAP Retirement
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Anchor 3(16) Fiduciary Solutions
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Advisor Planning Considerations for the Repeal of the WEP and GPO
Nerd's Eye View
Jan. 17, 2025 "[C]lients previously affected by the WEP or GPO can expect to receive more Social Security income going forward -- in some cases significantly more -- presenting opportunities that may positively affect their retirement planning.... [It's] important for advisors to first identify which clients are currently subject to WEP or GPO and ensure that those who may need to file for benefits do so as soon as possible." MORE >> |
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