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Announcing the Spring 2008 Webinar
Series. Click
here for more information.
This year we will begin amending and
restating defined contribution plans for EGTRRA. The law also requires that all
employee disclosures be updated. Read about the basic disclosure requirements in
our most recent
newsletter.
For the first time, in 2008 participants are able to roll over distributions
from qualified retirement plans to a Roth IRA. Check out our latest
newsletter for the requirements and the details.
The Supreme Court recently ruled on a 401(k) case. Read
a brief summary on the La Rue case in our latest
newsletter.
Aaron Karr, Pension Consultant, will be presenting a seminar on
Fiduciary Issues with Retirement Design Group on April 29, 2008.
Natalie Vaughn, V.P. and Director of Compliance has
accepted the Chairperson position for NIPA’s APA Part III curriculum on
Distributions and will be speaking at the Phoenix chapter of the Western Pension
& Benefits Conference Annual on April 29, 2008. The topic is Cross-Tested
Plans.
Baylis Resnick, V.P. and Senior Pension Consultant, will be making a
presentation in May at the National Institute of Pension Administrators' Annual
Conference.
Baylis Resnick, V.P. and Senior Pension Consultant, will be making a
presentation on May 21st at the LA Chapter of the Financial Planner's
Association.
Natalie Vaughn, V.P. and Director of Compliance, is the Chairperson for
ASPPA’s Publication Subcommittee and recently joined the planning committee for
ASPPA’s 1st Annual Women’s Business Leaders Forum to be held
June 19 -20. More
information is available at
www.asppa.org.
Aaron Karr, Pension Consultant, will be presenting a seminar on June
19th with Nationwide Financial and Clarke Lanzen & Skalla Investment Firm on
Automatic Enrollment Plans and Tax Planning Strategies for 2008.
Aaron Karr,
Pension Consultant, recently presented a seminar at the 2007 Financial Network
National Planning Conference in Grapevine, TX: Cashing in on the "Professionals'
Prosperity Act" of 2006. To download a copy of the PowerPoint presentation, please click here.
On-line access of your Self Directed IRA is now available!
Sign up here.
Polycomp featured articles in trade journals:
Polycomp is also quoted in Wall Street Journal
and Prosper Magazine regarding the
Roth 401(k), and was profiled in
San Fernando Valley Business Journal and Sacramento Business Journal.
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