Page 8 - Plan Advisors News Today

American Retirement Association Issues Public Comment on IRS Notice Targeted News Service Kelsey Mayo, director for regulatory policy, at the American Retirement Association, Arlington, Virginia, have issued a public comment on the Internal Revenue Service notice entitled "Request for Comments Regarding Protection of ERISA Sec. 205 Spousal Rights Under a Terminating Sec. 403(b) Plan Funded Through the Use of Custodial Accounts". The comment was written on Feb. 3, 2021, and posted on Feb. 4...

Press release content from PR Newswire. The AP news staff was not involved in its creation. Joe DeNoyior Named National President of HUB Retirement and Private Wealth February 3, 2021 GMT Hub International Logo (PRNewsfoto/Hub International Limited) CHICAGO, Feb. 3, 2021 /PRNewswire/ -- Hub International Limited (HUB), a leading full-service global insurance broker, announced today that Joe DeNoyior has been named National President of HUB Retirement and Private Wealth (HUB RPW) responsible for...

DBusiness Magazine Steven Gibson // Photo courtesy of Rehmann The National Association of Plan Advisors (NAPA) named Troy-based Rehmann’s Steven Gibson among the Top 100 Young Retirement Plan Advisors. “Steven serves all his clients with integrity, creating strategies that help them meet or exceed their financial goals,” says Ryan Sullivan, managing director of wealth management at Rehmann. “In addition to tremendous client work, Steven lends his creative thinking to the wor...

FinDec Announces New Ownership Led by Current CEO, Top Executives President and CEO Michael E. Lee to continue building legacy of long-time owners Fred and Nancy Lee News provided by Share this article  After more than three decades as owners of national financial advisory firm FinDec ( findec.com), Fred and Nancy Lee, whose firm advised so many clients preparing for retirement, are ready for their own. Effective January 2021, they finalized the sale of their business to a company owned by cur...