Featured News - Current News - Archived News - News Categories
Use the Necessary Evil of Restatement as an Opportunity
Mon, Sep 15th 2014 10:00 am
The Internal Revenue Service opened the window for the Pension Protection Act defined contribution retirement plan restatements. Beltz Ianni & Associates’ Jean M. Dailey says employer-plan sponsors should use this restatement period as an opportunity to review their plan document for operational improvements and to create a more meaningful employee benefit.
Archives
-
Anne Webster Retires from Beltz Ianni & Associates
January 11, 2022
-
Michelle Cannan makes NAPA's 2021 List of Top Women Advisors
October 20, 2021
-
Beltz Ianni Advisor Earns Designation of CFP®
August 18, 2021
-
Beltz Ianni & Associates Makes List of Top DC Advisor Teams for 2020
July 8, 2021
-
Bob Newton and Michelle Cannan Discuss Benefits of Retirement Education
September 24, 2019
- View Newsletters