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Viewing articles 1 to 6 of 6 total.
Wed, Aug 23rd 2017 11:00 am
Retirement Adviser of the Year Spearheads Client-First Business Model
Employee Benefit Advisor reporter Paula Aven Gladych talks with Bob Judd, Partner, Beltz Ianni & Associates, LLC, about Beltz Ianni's client-first business model. Bob was selected by Employee Benefit Advisor as their 2017 Retirement Advisor of the Year.
Fri, Aug 12th 2016 12:00 pm
Reducing Risk, Lowering Costs, Improving Outcomes
Beltz Ianni & Associates was a contributor to the Rochester Business Journal's 2016 Showcase — a compilation of stories of success from some of the area's top businesses. We invite you to read how we are helping local employers manage and maintain successful 401(k) retirement plans.
Fri, Mar 6th 2015 12:00 pm
Company Embraces Change as Key to Growth
Beltz Ianni & Associates, LLC was the focus of the Rochester Business Journals' review of the 2014 Rochester Top 100. Learn more about our growth in an ever-changing environment.
Mon, Sep 15th 2014 10:00 am
Use the Necessary Evil of Restatement as an Opportunity
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.
Sun, May 4th 2014 10:00 am
"Managing Retirement" Fiduciary Duties for the Employer - Plan Sponsor
What's an employer to do if you don't have an army of specialists on staff to deal with retirement plan fiduciary issues? There are many ways to handle your fiduciary duties, however, it comes down to one simple answer according to Beltz Ianni's Bob Judd: "Whatever you are not an expert at, outsource it to a professional."
Fri, Mar 14th 2014 10:00 am
Investing in Preparation for Retirement
Approaching retirement? Learn more from Mark Siler about setting goals and the risks that must be addressed in retirement income planning.