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Alliance Pension Consultants becomes Wealth Management Group’s  Exclusive Provider for Retirement Plan Design and Administration.
Tampa, Florida, March 13th 2018 – Alliance Pension Consultants (APC) has been selected as the preferred provider of retirement plan design, administration, recordkeeping and actuarial services for The Financial Engineering Institute’s (FEI) network of over 2,200 financial services professionals.“We are excited to add Alliance Pension Consultants to our Expert Sourcing Team,” said FEI President and Managing Partner, Nick Gregory, ChFE, CEBA, ChFWA.  Comprehensive reti...
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| Categories: Articles | Tags: news

Under the New Tax Law

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Under the New Tax Law
After many rounds of negotiations, Congress passed the Tax Cuts and Jobs Act on December 20th, 2017.  Though retirement plan limit reductions were included in many iterations of the bill, the ultimate effect on qualified plans was relatively minimal.  There are two items of note that were included in the new law affecting loan repayments and IRA conversions.401(k) Loan Payback Period gets extended!Many defined contribution plans include provisions for a participant to take a loan from ...
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| Categories: Articles | Tags: tax law, 401(k), loan, IRA

3(16) Fiduciary Services and Why You Should Care

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3(16) Fiduciary Services and Why You Should Care
 Download The Companion DocumentAs a financial advisor, you know that the people who exercise control and authority over the management of a retirement plan’s assets are fiduciaries. So are professionals who provide investment advice with respect to those assets. In most cases, plan sponsors understand that they, too, play an investment fiduciary role unless they partially or fully outsource that function to an investment professional.What many of them don’t appear to recognize ...
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| Categories: Articles | Tags: 3(16), advisor connect, ERISA, fiduciary

Houston, We Have a Problem…

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Houston, We Have a Problem…
Times can get tough for people. With the onset of Hurricane Harvey having decimated parts of the Gulf Coast and Hurricane Irma following its destructive lead, we are reminded that at any point we may find ourselves in hardship. Companies make layoffs, natural disasters occur, emergencies… well, emerge. With nowhere else to turn, some will look to their 401k for their own disaster relief. A withdrawal in the form of a "hardship distribution" is one of the tools that participants ...
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| Categories: Articles | Tags: hurricane relife, hardship distribution, emergency, withdrawls

Fiduciary Rule Round Up

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Fiduciary Rule Round Up
There has been much upheaval in the retirement world as of late and it centers around the new fiduciary rule. The New Fiduciary Rule means that many investment professionals that weren't previously considered fiduciaries will now have to take on that role. So, why is that such a bad thing? Well, it's not per se, but the implications of how this may change the way the investors and their companies function may leave them frustrated and tentative towards some future business. But before we...
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| Categories: Articles | Tags: DOL, fiduciary, ERISA, IRA
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