401knowhow: An Insider's Guide to Retirement Plan Options - Couverture souple

Heckert, Brian D

Couverture souple

ISBN 10 : 0692788689 ISBN 13 : 9780692788684

Editeur : Brian D. Heckert, 2016

Synopsis

401knowhow, an Insiders Guide to retirement Plan options is a "How To" guide for those wanting to maximize their understanding of their 401(k) plan offered through work. Each chapter will help the reader understand the very complex rules and how to use them to their favor. The format of the book gives the reader a summary at the end of each chapter and an easy to follow layout to refer back to when needed.

A propos du livre

À propos de l?auteur

Brian D. Heckert, CLU, ChFC, AIF, of Nashville, Illinois, is president of Financial Solutions Midwest LLC, an independent financial services practice. Through his unique service called 401(K)nowhow™, he meets one-on-one with employees who work for the corporate clients who participate in his 401(k) plans to ensure that every employee is getting the optimum benefit from his or her 401(k) plan. In 2015, he served as president of the Million Dollar Round Table (MDRT) Executive Committee. He has consistently qualified for the highest levels of membership based on professionalism, dedication to ethical service, and volume of service his firm provides to its clientele. Brian’s Round Table volunteerism includes speaking at the MDRT Annual Meeting and MDRT Experience meeting, as well as service on multiple MDRT committees and task forces. Highlighted leadership roles include three years of service on the MDRT Foundation Board of Trustees and three appointments as Divisional Vice President: Membership and Leadership (2012), Annual Meeting Program Development Committee (2010), and Annual Meeting Program General Arrangements (2000). He is a frequent industry speaker and has been quoted in numerous business, industry, and association publications. Brian began working with 401(k) plans when he was twenty-one years old, in 1985. In 1998, he purchased a share in the company he had been working with for fourteen years. In 2001, he purchased the entire company. He began running the administration company on his own in 2001. At one time, his company serviced about 260 plans throughout the United States. He had approximately eight thousand employees covered under those plans, which totaled $350 million in assets. In 2012, he sold the administration company, but he still maintains a relationship with about forty companies that have retirement plans. Today, his focus is on spending quality time with each of the 401(k) plan participants instead of working with employers on administration issues. He spends most of his time on plan design and employee education. Brian works with six team members in three office locations: Nashville, Illinois; Carlinville, Illinois; Springfield, Illinois; and Janesville, Wisconsin.

Détails de l'édition

• Éditeur: Brian D. Heckert
• Date d'édition: 2016
• Langue: anglais
• ISBN 10: 0692788689
• ISBN 13: 9780692788684
• Reliure: Broché
• Numéro d'édition: 1
• Nombre de pages: 126
• Coordonnées du fabricant: Manufactured by Amazon on behalf of the author; https://www.amazon.fr/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxembourg