Mike Bushnell
By Mike Bushnell 8/5/2014
By Mike Bushnell 8/5/2014
NTSA has established the Task Force on Retirement Savings Plans, a new committee designed to help lead the discussion and development of policy regarding the automatic enrollment of employees in non-ERISA retirement savings plans. Among the functions the new task force will perform is to help...
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By Mike Bushnell 8/2/2014
Available through October 10, 2015 Moderator: Chris DeGrassi, Executive Director of NTSA Speakers: David Blask, Lincoln Investment Jerald Wozniak, CFP, Lincoln Investment Richard Dobson, CFP American Financial Management Bruce Smith, CALPRO Network...
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By Mike Bushnell 8/2/2014
Friday, October 10, 2014 12 p.m. - 12:50 p.m. ET Moderator: Chris DeGrassi, Executive Director of NTSA Speakers: David Blask, Lincoln Investment Jerald Wozniak, CFP, Lincoln Investment Richard Dobson, CFP American Financial Management Bruce Smith, CALPRO Network...
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By Mike Bushnell 7/31/2014
Available through September 10, 2015 Speakers: Ellie A. Lowder, TGPC, TSA Consulting and Training and Michael A. Webb, TGPC, AIF, CEBS, Cammack Retirement The webcast outline will be available soon! The pension problems of various states...
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By Mike Bushnell 5/14/2014
Change is coming to the “once each 12 months” rule for indirect IRA-to-IRA rollovers. The federal Tax Court, in Bobrow vs. Commissioner of Internal Revenue Service, held that you can’t make a non-taxable rollover from one IRA to another if you have already made a rollover from any IRA that you own...
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