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Greenspan and Associates, Inc.

Greenspan and Associates, Inc.

Company Situation:A pension administration firm based in Encino, California, Greenspan & Associates, Inc. works with companies to design, implement and administer more than 500 retirement plans. When their clients struggled to process tax withholdings, the firm...

The ANGELL Pension Group, Inc.

The ANGELL Pension Group, Inc.

Company Situation:The ANGELL Pension Group is a national leader in third-party administration and compliance, providing a full array of administrative, actuarial, Section 125 and nonqualified services to more than 3,000 clients nationwide. Many of ANGELL’s clients,...

Where’s Waldo (and Mary… and Joe… and Pat)

Where’s Waldo (and Mary… and Joe… and Pat)

Every retirement plan has participants, which means sooner or later every retirement plan will also have ex-participants. As any employer who sponsors a retirement plan knows, those ex-participants sometimes go missing. And that can be a real problem for retirement plan fiduciaries.

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Take it or Leave it

Each year, approximately five million Americans with small retirement accounts (currently defined as having balances of less than $7,000) change jobs – and at that point are forced to make a decision.

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Take it or Leave it

Each year, approximately five million Americans with small retirement accounts (currently defined as having balances of less than $7,000) change jobs – and at that point are forced to make a decision.

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