Tag Archives: Retirement

Equity Trust Company: Complaints About Retirement Arranging Outcome from Misinformation

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New York, NY (PRWEB) July 01, 2013

According to Equity Trust Organization, complaints about retirement preparing are typical, however a lot of of them stem from basic misinformation. Investors feel as even though their retirement alternatives are either restricted or ineffective, but in truth they merely fail to realize precisely how retirement investment works. A recent U.S. News &amp World Report report affirms this point, listing several of the most common myths and rumors concerning retirement preparing. Myths endure even although they fly in [the] face of logic, but men and women nevertheless believe them, the post contends. For numerous, its easier to think in myths than to face reality. Equity Trust Firm has responded to this report, with a new statement to the press.

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Myths about effective retirement planning continue to persist and it is critical that individuals realize how crucial it is to start early, comments Equity Trust Company, in its new statement to the press. Its also critical to recognize that with a self-directed IRA, the investor has a complete variety of investment options beyond just stocks and bonds, which delivers more investment possibilities. Certainly, at Equity Trust Company, complaints about retirement planning options are often resolved through self-directed retirement accounts.

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As for the particular myths listed in U.S. News &amp Globe Report, the write-up first notes the myth that retirement organizing can be delayed until a particular person is in his or her 40sor until he or she can afford to save big money. As Equity Trust Business has already noted, however, it is critical to commence saving early. Furthermore, the article affirms that saving a modest quantity of funds, earlier in life, can really be just as efficient as generating bigger contributions at a later date.

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Another prevalent myth is that early retirement is commonplace, and simply attainable. Even though several men and women say they program to retire early, the post says, few of them have crunched the numbers to guarantee that they can in fact afford to sustain their retirement for 4 or 5 decades. Those who want to retire early need to begin saving earlyand to stay diligent in setting cash aside.

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One more widespread myth is that one particular only demands to save enough to get his or her firm to match the retirement fund contributions. These who believe this have most likely not completed the math to see how much they are really saving, the report argues. It is vital to speak with an investment advisor about how much demands to be put into savings to meet ones retirement savings.

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A final myth is that savings of a couple hundred thousand dollars will prove sufficientsomething that may possibly or may not be true, the article says. Either figure it out oneself or speak to a person who can figure it out for you, since you do not want to wait till its also late to discover out you havent saved adequate.

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According to Equity Trust Company, complaints about retirement arranging can typically be resolved via acquiring further details.

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ABOUT:

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At Equity Trust Business complaints about retirement savings are resolved with self-directed retirement accounts. Equity Trust Company is one of the countrys major providers of self-directed IRAs and 401(k)s, with more than 130,000 consumers in all 50 states and over $ 12 billion of retirement strategy assets under administration. The firm believes in self-directed retirement accounts as ideal cars for generating lengthy-term wealth, as they let investors the freedom to invest funds as they determine. At Equity Trust Organization complaints about restrictive conventional retirement programs are commonly heard, and the business responds to these complaints by supplying info about the alternatives available via self-directed applications.

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Associated Administrator Press Releases

Park Springs, Atlantas Premier Continuing Care Retirement Community, Welcomes Michael W. Wooldridge as Executive Director

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Atlanta, GA (PRWEB) June 30, 2013

Kevin Isakson, Director of Sales and Advertising and marketing at Isakson Living, welcomes Michael W. Wooldridge as the new Executive Director for Park Springs, Atlantas premier continuing care retirement neighborhood that is owned and operated by Isakson Living.

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Mike has extensive hotel management knowledge from his twenty years with Marriott International in between 1983 2003. On best of this outstanding background in the service and hospitality sector, he has worked in high-level management functions at a number of senior communities throughout the US. His knowledge in the regions of strategic preparing, operations – such as food and beverage – and staffing will be really helpful to Park Springs, says Isakson. He brings superb expertise to Park Springs, the very best place for active seniors in the Southeastern USA.

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Wooldridge has much more than ten years of experience in the senior living market. Most not too long ago, he served as Executive Director for Towne Club Peachtree City. Ahead of that, he was Opening Executive Director for Spring Harbor at Green Island, a CCRC neighborhood in Columbus (GA) from 2004 – 2011. There, he managed 196 Independent Apartments and Villas, 30 Assisted Living Apartments, 30 Memory Help Apartments, and 40 private Skilled Nursing rooms.

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Wooldridge is a graduate of the University of Houston exactly where he received his BA in Enterprise Administration in the area of Organizational Behavior and Management. He attended college on a football scholarship.

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Notes Isakson, We are delighted that a seasoned specialist like Mike has joined our award-winning team at Park Springs. I look forward to functioning with him closely for the greatest advantage to our members, and to understand the full prospective of Park Springs.

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ABOUT PARK SPRINGS:

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Park Springs (completed in 2007), owned and operated by Isakson Living, is a 54-acre campus style Continuing Care Retirement Community (CCRC) surrounded by Stone Mountain Park. Park Springs is a vibrant neighborhood of active adults 62 and above who reside in spacious private homes and take pleasure in a club-inspired life-style. Park Springs involves 398 Independent Living Units Overall health Center with 24 SN beds, 12 Dementia beds and 28 AL suites Clubhouse with assortment of dining choices and frequent areas and Fitness Center with lap pool, therapy pool and workout space. Members live in a detached single-family members home, cottage property or condominium-style villa. The community supplies meals and beverage solutions in diverse settings and many social, educational and enrichment opportunities.

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Residential possibilities supplying a greater level of services and care are also obtainable on campus. These consist of property overall health, assisted living suites, memory care or our Medicare-certified skilled nursing and rehabilitation center inside Cobblestone at Park Springs. As scenarios alter, Members can move into the sort of property or environment that ideal meets their needs.

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Connected Administrator Press Releases

Philadelphia Executives and Retirement Strategy Leaders Collect for The 2013 Philadelphia Fiduciary Summit, Hosted by 401(k) Advisors and Xponential Growth Solutions

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Philadelphia, PA (PRWEB) June 28, 2013

Coming to the Avenue of the Arts, the 2013 Philadelphia Fiduciary Summit invites proactive retirement program sponsors, human sources/finance executives, trustees and business owners in the greater Philadelphia region to go over and listen in on improvements and adjustments to all employee retirement plans. Hosts, 401(k) Advisors- East Region and Xponential Development Options, have gathered an executive panel and keynote speakers to go over interactive benchmarking/analysis, fiduciary regulations, healthcare benefits and regional case research and achievement stories.

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Mike Falcone, Senior Strategy Consultant and Managing Director of 401(k) Advisors-East Region, reiterates, In todays litigious atmosphere, carrying out ones fiduciary responsibilities in a prudent and nicely-documented manner is as critical as ever ahead of. This summit will focus on two regions which are at present under extreme scrutiny plan costs and target date funds and will provide practical approaches to adhere to to make certain you are meeting your fiduciary obligation, and in the end carrying out items with the ideal interests of your plans participants and beneficiaries in thoughts. Falcone will be speaking alongside two other keynote speakers: Gregory J. Fox, companion of Montgomery McCracken Walker &amp Rhoads LLP, and Donna M. Massanova, companion of ParenteBeard LLC. Falcone joined 401(k) Advisors in 2007 with 25 years of in-depth experience in certified plan design, administration, funding and participant communication. He has also lead several full-day tutorials on Fiduciary Greatest Practices, making him an accomplished trainer and common speaker.

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Insights on fiduciary management and governance – like case research and achievement stories, as nicely as what each fiduciary require to know for 2013 will be presented by 401(k) Advisors. The 2013 Philadelphia Fiduciary Summit will also include keynote speakers sharing their expertise on a wide array of relevant subjects. Shelby George, ERISA Lawyer &amp Benefits Market Strategist at Manning &amp Nappier will examine the convergence of healthcare, positive aspects and retirement plans. The occasion will function a target date fund specialist panel comprised of: Hal Bjornson – Executive Director, Defined Contribution Strategist at JP Morgan Asset Management, James P. Lauder – CEO Global Index Advisors, Subadvisor to Wells Fargo Advantage Dow Jones Target Date Funds, Wyatt A. Lee, CFA – VP and Portfolio Manager, T. Rowe Rates Asset Allocation Group and Matt Leeper Retirement Strategy Counselor, American Funds.- See much more at: http://xgrowthsolutions.com/retirement-events/2013/07/2013-philadelphia-fiduciary-summit/#sthash.kA6Aa8tx.dpuf. See extra information on the occasion web page.

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The 2013 Philadelphia Fiduciary Summit will be held at regional law firm-Montgomery McCracken Walker &amp Rhoads located in the heart of the city on 123 South Broad Street, 28th Floor – Avenue of the Arts on July 18th, 2013 from 11:30 AM to 3:00 PM (lunch served). The summit is authorized for three hours of CPA/CPE and two.5 hours of HRCI/SPHR credit. Seating is restricted and priority registration with a waived $ 150 registration charge is available for certified plan sponsors. Register here.

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About 401(k) Advisors &#13

401(k) Advisors provides independent retirement program consulting services to key and mid-sized private and institutional plan sponsors, and at present oversees over $ 17 billion in assets beneath advisement. The firm is recognized for best practices in retirement planning, investment due diligence, vendor service and charge benchmarking, compliance processes, and education for sponsors and participants. &#13

http://www.401kadvisors.com

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About Xponential Development Options &#13

Xponential Growth Solutions (XGS) unites 401(k), 403(b) and retirement strategy sponsors with elite sources and exclusive connections. Via investigation, fiduciary summits, and market experience they aid the nations retirement plan sponsors, fiduciaries, and trustees evaluate their strategy and navigate the retirement program market. Working to assist America reach their retirement goals one retirement plan at a time, XGS also founded the Retirement Program Roadshow – a national series of fiduciary educational summits committed to human sources, finance and company professionals in charge of America’s 401(k), 403(b), and retirement plans.

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Next Generation Trust Solutions adds New Personnel to Growing Roster to Handle Self-Directed Retirement Transactions

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Roseland, NJ (PRWEB) June 25, 2013

Next Generation Trust Services, LLC has been busy this spring, hiring two added personnel in May and June and welcoming a summer season intern to its Roseland, N.J. office. The administrator of self-directed retirement plans has been interviewing and hiring since January to keep pace with the improve in self-directed transactions and client inquiries about this retirement method.

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Joining the staff most recently are Marketing Assistant Kerry OBrien and Receptionist/Administrative Assistant Pascale Gervais. As with all personnel at Next Generation, each will be cross-educated in the region of transaction support to enable them to direct clients to the appropriate resources or answer inquiries about self-directed retirement plans and self-directed transactions. Other recent employees additions are Transaction Assistant Bill Wittler and Administrative Assistant Heather Lehne-Woolf.

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OBrien, who most recently did marketing for a non-profit organization and New Jerseys Liberty Science Center, has written marketing and advertising approach, conducted marketplace investigation and interpreted results, and has worked in public and press relations. In addition, she is knowledgeable in a lot of graphics programs and has written fiction and non-fiction. She will be working on Subsequent Generations website content, blog, and digital and print marketing and advertising components.

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Gervais will apply her wide-ranging workplace management experience to Subsequent Generation Trust Solutions work flow and workplace organization. Her profession contains positions as executive assistant, workplace manager, and senior account coordinator for a public relations firm. She has performed investigation, developed reports, maintained crucial records, and handled client communication in addition to maintaining office logistics running smoothly even though supporting numerous teams.

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CEO Jaime Raskulinecz said the firm is also interested in interviewing job seekers who have encounter in the location of self-directed retirement plans.

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Considering that we have been experiencing such rapid development, getting able to add staff with prior expertise in self- directed retirement plans will assist us round out our existing staff although continuing to provide the outstanding customer service we are known for, she said.

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Next Generation serves folks who are interested in controlling their personal retirement investments. In addition to stocks, bonds, mutual funds, self-path allows for a broad range of nontraditional assets such as actual estate, precious metals, hedge funds, unsecured loans, mortgages, commercial paper, and significantly a lot more. Next Generation, as the account administrator, holds the funds and manages all the paperwork, IRS filing, and transaction support. In addition, the firms pros supply guidance and education about self-directed investments and are all cross-educated to be able to answer questions that come in from present and future clientele.

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Our clients often have questions about transactions or the IRS regulations concerning self-path. As our client list and assets develop, we welcome job candidates with direct knowledge in self-directed retirement plans.

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For a lot more details about self-directed retirement plans, get in touch with Next Generation Trust Solutions at (888) 857-8058 or Information[at]NextGenerationTrust[dot]com, or check out dot com. To inquire about profession possibilities, make contact with Jaime Raskulinecz at JaimeR[at]NextGenerationTrust[dot]com.

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About Next Generation Trust

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Next Generation Trust Solutions (NGTS), headquartered in Roseland, New Jersey, is a professional third-party administrator of self-directed retirement plans. NGTS supplies education, administrative help, and account upkeep to people interested in self-directing their retirement portfolios with a wide assortment of investments that are not usually located in an IRA, such as genuine estate, valuable metals, notes and mortgages, private placements, accounts receivables, restricted partnerships, hedge funds, and much a lot more. Next Generation Trust Services serves clients globally by way of its web site, http://www.NextGenerationTrust.com. For more info on self-directing a retirement strategy, contact 973-533-1880, 888-857-8058 (toll cost-free), or e-mail Information@NextGenerationTrust.com.

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Far more Administrator Press Releases

Pentegra Retirement Solutions to Celebrate 70 Years in July

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White Plains, NY (PRWEB) June 24, 2013

On July 1 Pentegra Retirement Services, one of the most skilled retirement plan providers in the nation sponsoring two of the largest multiple employer plans in the U.S., will celebrate its 70th anniversary. Pentegra constructed its legacy serving as a retirement strategy fiduciary and focusing on retirement program options exclusively.

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The firm was founded in 1943 by the Federal Home Loan Bank Technique to offer a retirement plan for its employees. Even though the company nevertheless serves financial institutions nationwide, it now manages far more than 3,500 retirement plans with over $ 7.five billion in retirement strategy assets with clientele that include corporations, economic institutions, and non-profit organizations, as properly as the advisors who serve them.

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According to President and CEO Robert C. Albanese, who will retire on June 30, 2013, Pentegra has built its company by focusing on solutions that location our clients interests first. This is reflected in our name, which is derived from the words pension and integrity. As a program fiduciary, we are focused on performing what we do the right way. We are a business that defines itself a lot more by its values than by a distinct item or service. These values have served as the foundation of Pentegras culture, character and brand.

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John Pinto, currently Executive Vice President and Chief Operating Officer, who will be the new CEO as of July 1, 2013, said, Pentegra embraces an advanced level of fiduciary duty at a time when so a lot of service providers are unwilling to accept fiduciary status. Our willingness is due to our experience running several employer plans, which require a principal fiduciary — it is built into the fabric of the plan. We have been acting as named fiduciary and administrator for decades as well as serving as the trustee in particular situations, at a time when other providers are unwilling to accept these responsibilities.

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Pentegra can fulfill all 3 of the principal roles in a retirement plan — Named Fiduciary, three(16)(A) Program Administrator, and Trustee, whether or not as a fully discretionary trustee with sole authority more than the investment of strategy assets, or as a directed trustee. There is no reported provider in the nation who willingly accepts these roles nor has Pentegras 70 years of experience is such capacities.

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Pinto adds, A important to our longevity, I believe, is that in contrast to an investment firm, mutual fund or insurance organization, Pentegra has also always supplied an unbiased approach to retirement plan management, totally free of proprietary fund needs. Furthermore, we perform straight with businesses and their advisors to structure the ideal program primarily based on distinct objectives and tailored business needs. Pentegra will continue to stay accurate to that commitment, and the fiduciary legacy we have constructed, for decades to come. &#13

Pentegra Time Line:&#13

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Business Phone Services Provider, One Stop Voice, Installs Hosted VoIP Remedy at Vantage Retirement Plans

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Scottsdale, AZ (PRWEB) June 18, 2013

Organization telephone services provider, One Stop Voice, announced it has completed a Voice over Net Protocol (VoIP) phone installation for new client Vantage Retirement Plans (Vantage). One Stop Voice replaced the companys current hosted VoIP telephony provider.

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Provided the complex, client-facing nature of the enterprise, Vantage wants a trustworthy phone system supported by qualified technicians and responsive consumer service personnel. With the current phone service, the business skilled major get in touch with quality troubles that the provider was unable to fix.

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To address these needs, 1 Cease Voice migrated Vantage from its present vendor and offered all the solutions, certified equipment and 24/7 help. One Quit Voice tested almost everything prior to Vantage going reside on the new service.

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Vantage incurred no out-of-pocket expenses with the 1 Quit Voice service. Plus, the company has no ongoing maintenance charges or expenses to upgrade application versions. When a new feature is released, absolutely everyone at Vantage gains access to it at no extra expense.

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In addition, One Quit Voice offered a detailed contact reporting package. Vantage is in a position to see actual call metrics on a weekly basis to help much better handle the business.

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“1 Quit Voice came extremely recommended to us, mentioned J.P. Dahdah, chief executive officer, Vantage Retirement Plans. “From start off to finish, they went above and beyond to guarantee everything we needed was delivered timely and effectively.

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The One Quit Voice technicians completed the set up over the weekend so when my group began on Monday, after their fast tutorial, were up and running with no problems, continued Dahdah. It has been, and continues to be, a pleasure working with the group at One Cease Voice. We would be pleased to recommend them to any individual seeking for a expert and efficient VoIP provider.

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Vantage came to us after they have been unhappy with their VoIP provider, stated Joshua Simon, One particular Quit Voice executive. They had been experiencing continual troubles and terrible customer service.”

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Fortunately, Vantage was willing to give 1 Cease Voice a opportunity, continued Simon. We were capable to show them consumer service is not just smoke and mirrors, but it nevertheless exists these days with some companies, like 1 Cease Voice, that really cultivate a client first corporate culture.

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Phoenix-based Vantage provides retirement strategy administration and recordkeeping services for people and little organization owners who want to incorporate non-conventional assets such as genuine estate, notes, mortgages, and private businesses (LLCs, LLPs) in their IRAs. The companys core values focus on supplying clientele with the most customized option investment transaction knowledge in the industry.

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Vantage performs closely with genuine estate specialists looking for to boost deal flow, raise capital from private investors, and aid them access the more than $ four.6 trillion dollar IRA marketplace. Vantage serves much more than 6,700 clientele nationwide and administers more than $ 610 million in retirement assets.

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About A single Cease Voice&#13

One Quit Voice was founded in 2008 and provides top quality low cost VoIP and Cloud Communications as a Service (CCaaS) to companies all through the nation. By replacing standard telephone systems, One particular Cease Voice adds functionality and elevated efficiency from the corporate workplace to the mobile operate force. For added info regarding host cloud communications and VoIP services with 1 Cease Voice, please visit http://www.onestopvoice.com/.

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