Bob Newton and Michelle Cannan share how their focus on Plan Sponsors and participant education lead to considerable growth in deferrals with those they had the opportunity to meet with. Beltz Ianni & Associates experienced a 16% increase in deferrals in 2016, 26% increase in 2017, and a 40% increase in 2018.
This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
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You know what's long, tedious and boring? Surgery. You know what isn't? This new podcast! Join Scrubs co-stars and real-life best friends Zach Braff and Donald Faison for a weekly comedy podcast where they relive the hit TV show, one episode at a time. Each week, these BFFs will discuss an episode of Scrubs, sharing behind-the-scenes stories and reminiscing on some of their favorite memories from filming. They’ll also connect with Scrubs super fans and feature beloved show cast members for exclusive interviews.