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Pentegra
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Managing Director - Operations, Benefits Daybright Financial
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BPAS
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Retirement Relationship Manager MAP Retirement
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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BPAS
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Anchor 3(16) Fiduciary Solutions
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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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ESOP Administration Consultant Blue Ridge Associates
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MAP Retirement
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Southern Pension Services
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July Business Services
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Strategies to Optimize Incentive Stock Options
Nerd's Eye View 
Oct. 8, 2025 "While many employees focus on the upside possibilities, few understand in detail how ISOs function or the critical role that taxes play in shaping their real take-home value. Advisors are uniquely positioned to help clients navigate these complexities, especially since poor planning around ISO exercises can create a substantial tax liability without generating the liquidity to pay it, thereby jeopardizing other aspects of the financial plan." MORE >> |
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