PPT-Update Retirement Plan Changes

Overview Optional Retirement Plan OptOut Changes to 403b Tax Deferred Savings and Cash Match Plans 2 Overview Retirement Plan Options at WampM 3 No changes to Defined Benefit Plans or VRS Hybrid Plan. Pension and Retirement Planning Overview . Chapter 1. Chapter 1: Overview. Business opportunities in the pension field. What types of plans are available?. Why have tax-advantaged retirement plans?. From the employee’s perspective. :. How . to Get Started. 403(b)(9) Church Plan. Presented: January 20, 2012. © 2012 Envoy Financial, Inc. All rights reserved.. Envoy Financial, 8415 Explorer Drive, Suite 115, Colorado Springs, CO 80920 . April 14, 2010 . ORP is Changing. Tennessee ORP. 2. Tennessee Optional Retirement Plan . Welcome!. Tennessee Optional Retirement Plan (. ORP. ) is an alternative to the State defined . benefit. retirement plan, Tennessee Consolidated Retirement System (TCRS). Denominational Retirement Plan. Presented: . Colorado Springs: August 20. , . 2012. . Atlanta: August 23, 2012. © 2012 Envoy Financial, Inc. All rights reserved.. Envoy . Financial, 8415 Explorer Drive, Suite 115, Colorado Springs, CO 80920 . seminar. Susan Hoel – Human Resources / Benefits. 612-348-9075 . 12/2014. Agenda. County Benefits. . Sue Hoel 8:00 – 10:00 a.m.. Break. : . 10:00 . – . 10:15 a.m. .. . PERA . Phil Coleman . Alex Brown. LAPERS Annual Conference. September 18, 2017. New Orleans. Research Manager. National Association of State Retirement Administrators. ~$3.96 trillion in assets. ~14.5 million active (working) participants. Learning to Love September. 1. What do I . Have. to d0?. Retiring from the district and collecting your NYS TRS Pension is a . two-step . process.. Step 1. Complete and send in NYSTRS Application for Pension not more than 90 days before the date you wish to retire.. Board Meeting. March 15, 2016. Wendy Carter Steve Mitchell. Vice . President Senior Consultant. Defined Contribution . Director. BridgePoint. , . LLC. Segal Consulting . 8339143. Segal attendees:. 36.1 Retirement Income. Public Pension Plans. The federal government administers: . social security, railroad pensions, military pensions, and civil service pensions.. Social Security. Provides . income to people when their regular incomes due to . Retirement Plan Update September 24, 2015 Patrick McKie, CPA, RPA Audit Manager, CBIZ MHM, LLC and Mayer Hoffman McCann P.C. Significant experience in a variety of retirement plan audits, including 401(k), 403(b), defined benefit, and 11-K Union Update on UPP3 University Pensions Project 3 - University of Guelph, Queen’s, & University of Toronto Town hall held on March 1, 2018 at the Peter Clark Hall Agenda Introductions What is the UPP3? Chapter 15 Retirement Planning Professor Payne, Finance 4100 Learning Objectives Understand the changing nature of retirement planning. Set up a retirement plan. Understand how different retirement plans work. . . VCU Human Resources. 2020. . . What is ORP Retirement? . Making Distribution Elections. Retiree Health Care and Life Insurance. . Objectives and Agenda. About the VCU Optional Retirement Plan (ORP). Overview of Services. Table of Contents. About RPAG. About Us. Service Structure. Core Services. Summary. About RPAG. A national alliance that provides premier technology and resources for retirement plan professionals..