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DWC ERISA Consultants LLC
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EPIC RPS
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BPAS
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The Pension Source
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Merkley Retirement Consultants
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July Business Services
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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Compensation Strategies Group, Ltd.
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Defined Benefit Specialist II or III Nova 401(k) Associates
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Nova 401(k) Associates
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BPAS
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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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4 Matching News Items |
| 1. |
Meld Financial, Inc.
Oct. 10, 2021
"[1] Failing to enroll in your company's retirement plan.... [2] Leaving your 401k on autopilot.... [3] Leaving your company match on the table.... [4] Waiting to start saving.... [5] Having a one-dimensional portfolio.... [6] Not having a plan."
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| 2. |
Meld Financial, Inc.
June 8, 2021
"Now that you've retired, your income situation is likely quite different than while you were working. That means your money management techniques may need some adjustments. Here's a few things to keep in mind as you enjoy your retirement years."
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| 3. |
Meld Financial, Inc.
May 14, 2021
"The Windfall Elimination Provision [WEP] and the Government Pension Offset [GPO] ... can reduce regular Social Security benefits ... if the worker is entitled to a pension based on earnings from employment that is not covered by Social Security.... Social Security Statements sent to workers do not consider WEP and GPO until the person applies for benefits.... [At] the time of application many individuals ... may learn they will not receive as much income as expected[.]"
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| 4. |
Meld Financial, Inc.
Oct. 13, 2020
"If a plan sponsor meets all the proper requirements for either the 2002 or 2020 procedures, most notices and statements can be delivered electronically. Sometimes, this requires participant's consent, and all participants need to be given the option to receive information physically."
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