This author has not written his bio yet.
But we are proud to say that Jessica Klauss contributed 4 entries already.
July 29, 2016 To our clients and friends: This is another in a series of newsletters designed to keep you clearly informed of current events in the area of retirement plans. (plus whatever other stuff I find interesting …) Best wishes for WV Flood recovery: We have several employees, clients, and friends in the State […]
March 31, 2016 To our clients and friends: This is another in a series of newsletters designed to keep you clearly informed of current events in the area of retirement plans. (plus whatever other stuff I find interesting …) Plan documents update: I have been regularly updating you on this issue. Bottom line: All 401(k) […]
December 10, 2015 To our clients and friends: This is another in a series of newsletters designed to keep you clearly informed of current events in the area of retirement plans. (plus whatever other stuff I find interesting …) Year End 2015 Edition! The IRS has announced the changes in the maximum plan limits for […]
August 10, 2015 To our clients and friends: This is another in a series of newsletters designed to keep you clearly informed of current events in the area of retirement plans. (plus whatever other stuff I find interesting …) Updates on Defined Benefit and Cash Balance Plans: For those of you who work with pension […]