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July 2009

Polycomp Trust Company was launched on July 1, 2009 to serve as the Custodian for Polycomp’s self-directed IRAs effective August 1, 2009. Polycomp Trust Company is a state chartered non-depository trust company that is regulated by the South Dakota Division of Banking. Polycomp Administrative Services will continue to provide expert advice on administrative transactions with undivided loyalty to our IRA Holders.

IRS releases new Limits on Benefits and Compensation for 2010.

Polycomp's Webinar on the Pension Protection Act of 2006.

Polycomp Featured in Trade Journals

Upcoming Events

Seminars, Exhibition booths, and Speaking engagements

              

Northern California   |   Southern California   |   San Diego 

NORTHERN CALIFORNIA

No events scheduled at this time.

SOUTHERN CALIFORNIA

 

Creative Tax-Qualified Retirement Plan Designs in a Bundled Solution

Speakers: Amanda Asherson, Polycomp; Emma Tookey, Principal Financial Group;

      Rudy Montalvo, Paylocity

Sponsor: Polycomp, Principal & Paylocity

Tuesday, January 12, 2010  |  8:30 AM – 10:00 AM

Hilton Ontario Airport  | Ontario, CA

Interested parties, contact Lynn Burdick: (800) 736-7090 x128

SAN DIEGO

No events scheduled at this time.

 

Newsletters

 

Summer/Fall 2009

  • Meet one of our stars, Renate Seeba
  • Learn how to reduce your fiduciary liability
  • Find out how contractors can win public works contracts

Winter/Spring 2009

  • Meet one of our stars, Robert Arthur
  • Learn what to do with former employee account balances
  • Examine the pros and cons of investing IRAs in real estate
 

We are excited to announce the first issue of the Polycomp Press, our new and improved newsletter!  We have personalized the newsletter to tell you who we are, what we’re learning, and what we’re doing.  Please enjoy!

March/April 2008

  • New Automatic Enrollment
  • Distribution Options for Surviving Spouses and Beneficiaries
  • PBGC Flat Rate Premiums for Plan Year beginning in 2008
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