Important dates during the conversion

Slides:

Advertisements

Similar presentations

Agenda TODAY WE WILL COVER:

Advertisements

The Royal Fidelity Multi Employer Pension Plan

1 of 16 Estate Planning Using Life Insurance July 2013 VLCM-OC-239A Presented by.

XO Limited Telephone Banking Interactive Voice Response.

Behavioral Finance: An Innovative Approach to Investing Joseph S. Grieco September 28 th, 2013 This material is provided for information purposes only.

Gregg Libutti March 20, (b) Regulations: Overview  Released July 24, 2007  General effective date: January 1, 2009  Plans may adopt earlier:

Louisiana Deferred Compensation Plan Top 10 Reasons to Participate.

ML Strategic Balanced Index™

Highlights of Your Company Retirement Plan. 2 Eligibility Who Is Eligible for the Plan? You can join the Plan when you are age age or older and have completed.

Four tips to keep ACH fraud in the past. 2 ACH Fraud Prevention Steps Businesses Can Take to Minimize Fraud Risk 1 1 b b c c d d e e f f g g a a Monitor.

1 ACME Co. How to use this template  Description –This template allows you to explain the rules/details of your plan, as well as introduce Solium as your.

Topic 5 Function, Purpose and Regulations of Financial Institutions.

Solid Finances Sponsors MSU Extension MSU Human Resources This program is made possible by a grant from the FINRA Investor Education Foundation through.

ARIZONA EODCRS Plan Information

Bank of America Corporation Legislative & Regulatory Retirement Update Tony Ranallo, CFP®, CIMA®, CPWA® Senior Vice President – Wealth Management Portfolio.

Owning Your Future Presented by: First and Last Name or Group Name Strategies and Solutions to Help Your Business.

"For distribution to Plan Sponsors only". Overview "For distribution to Plan Sponsors only" Vantage457(b) features include:  Investment Offering: Over.

© 2007 Northern Trust Corporation northerntrust.com The Northern Experience A C C E S S. E X P E R T I S E. S E R V I C E. Greg Yaeger Senior Vice President.

Four tips to mitigate Mobile fraud in the future.

“One Team” Creating The Ultimate Financial Experience 6 Elements of Financial Planning Financial Position Protection Planning Investment Planning Tax Planning.

Keys to understanding your retirement plan © 2012 Envoy Financial, Inc. All rights reserved. Envoy Financial, 8415 Explorer Drive, Suite 115, Colorado.

The benefit of our unique organization is the clarity, confidence, and comfort our clients feel knowing they have the financial resources that make a difference.

Fiduciary Responsibility Frye Financial Center Creating, Protecting and Preserving Wealth

Small Business 401(k) Solutions Small Business 401(k) Solutions Designed for a business like yours We can handle all your retirement plan needs cost effectively,

A focus on ERISA §404a-5 Regulatory developments affecting defined contribution plans This presentation is provided by Vantage Benefits Administrators.

How can I access my account over the phone? Please call the BISYS participant inquiry line at The automated system will then prompt you.

Online banking security best practices Access via ‘transaction devices’

Name Approved Title Approved Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.

THE U.S. TRUST STUDY OF THE PHILANTHROPIC CONVERSATION: Understanding Advisor Approaches & Client Expectations Conducted in partnership with The Philanthropic.

Full Service Brokerage Services through the Special Services Department, NBF Working to protect and enhance the Advisor’s relationship with their client.

SAVINGS ASSIGNMENT By: Grace Martin. Comerica Bank(premier checking) FEATURESFEATURES  An interest-bearing checking account  Waived fees for overdraft.

1 "For distribution to Plan Sponsors only". 2 Overview Vantage401(k) features include:  Investment Offering: Over 18,000 funds from 450 fund families,

Critical IRA Issues FIRMA New Orleans, LA April 29, 2009 Lisa J Bleier

Disclaimer Retirement Plan Administration Wednesday, October 28, 2015.

THE DIGITAL ECONOMY: THRIVING IN A DISRUPTIVE ENVIRONMENT PALM BEACH STRATEGIC FORUM April 7, 2014 Ashvin Chhabra Chief Investment Officer Merrill Lynch.

Presentation to: RIIA and the IIR’s 3rd. Annual Managing Retirement Income Conference Steve Mitchell, Director - Merrill Lynch Retirement Group February.

A Registered Investment Advisor 600 Village Trace | Building 23 | Marietta, GA | (770) | Report The Mutual Fund.

[insert your name] [insert your title and company] [insert presentation date] A focus on ERISA §408(b)(2) Regulatory developments affecting covered plans,

Facts About OBRA Plan. 2 Basic Facts About OBRA Plan Part-time, seasonal or temporary employees are required to participate Alternative to Social Security.

Presenter Name Title MFS Investment Management ® Age-Based Milestones ©2010 MFS Investment Management ®. MFS ® investment products are offered.

TOOLS & RESOURCES TRSC 3413TOOL-1011 FOR EDUCATIONAL PURPOSES ONLY © Transamerica or Transamerica Retirement Services refers to Transamerica Retirement.

Primary Uses of Deferred Compensation Advisor name, title(s), Firm RVP Name, Title, the Principal Financial Group  Date NONQUALIFIED DEFERRED COMPENSATION.

Introducing National Bank Financial’s Special Services Department Your Full Service and Full Advice Securities Partner.

Life’s better when we’re connected TM 7 Life Priorities in Retirement May 2016.

Planning for the Future

“One of the finest retirement plans in the world!”

Sequence of Returns Cash Access via Policy Loans

FPA of Georgia Bernie Clark Executive Vice President Advisor Services May 24, 2017 Compliance #0517-5UY.

Introducing Transamerica® ALPHA

THE POWER OF AFFILIATION

Director of Business Development

How to Read Your Quarterly Statement Your Retirement Plan Statement

The Montgomery County Employee Retirement Plans Team

Update Retirement Plan Changes

Streamline participants’ investment decisions

Petroleum Transport, Inc. 401(k) Plan Education Seminar

Online Tools We make it easy for plan sponsors and participants

Retiree HRA Understanding your retirement benefit

DO YOU NEED A FINANCIAL ADVISOR?

Sequence of Returns Cash Access via Policy Loans

Client Service Standard of Care

A lifetime of support Planning for a family member who has special needs Title: A Lifetime of Support General description: This seminar discusses some.

Multiple Employer 401(k) Plan

Individual Pension Plans

PHILANTHROPIC PLANNING

For broker and sponsor use only in the Emerging Markets Division.

DO YOU NEED A FINANCIAL ADVISOR?

Presentation transcript:

401(k) Transition Timeline Let’s start by introducing our team. During our presentation, we will provide specific details on how we can help you achieve your goals.

Important dates during the conversion January 03, 2014: Black-Out Period Begins This is the transition period when you will not have website access to the plan. You will not be able to request a distribution or loan at this time. January 09,2014: Black-Out Period Ends The actual period of time for the plan to be in blackout may be less than anticipated. All participants will be notified when the transition has been completed.

Investment mapping and transfer process Investment mapping is the process of directing your current investment elections to similar investments options available on the ADP Platform. Your account will remain invested during the blackout period. The transfer from your current investment elections to the new investment elections will occur over a 24 hour period. There will be no changes to eligibility, vesting, or employer contributions.

Website & Log-In Information Account Access: ONLINE: Retirement Web Access: www.mykplan.com *The website will allow you access your account and make changes right from your computer. BY PHONE: Retirement Plan Information Line: 800-695-7526 The automated voice response system can be accessed toll free . For assistance, dial “0” after you have entered your social security number and PIN. *** New participants will need to complete the application. They will be mailed log-in information. ***

On-going financial / retirement planning services Access to professional investment, retirement, and wealth management advice. We have the ability to customize your financial plans. Retirement Income Planning Portfolio Management Asset Allocation Charitable Giving Education Planning Cash Management Financial Education Liability Management Estate legacy planning Introduction of Merrill Lynch and our ongoing financial and retirement planning services Introduction of Merrill Lynch and our ongoing financial and retirement planning services Introduction of Merrill Lynch and our ongoing financial and retirement planning services

Platform Features Investment Research Online portfolio changes Participant call center for investment changes Loan modeling and monitoring Updated portfolio balances Online retirement planning tools Online contribution changes

Questions / Answers Financial Advisors: Guy Allen 941-364-5699 Guy.allen@ml.com Dominic Casanueva Dominic_casanueva@ml.com Stephen Long Introduction of Merrill Lynch and our ongoing financial and retirement planning services Introduction of Merrill Lynch and our ongoing financial and retirement planning services Introduction of Merrill Lynch and our ongoing financial and retirement planning services

Are Not Bank Guaranteed Disclosures Bank of America Merrill Lynch is a marketing name for the Retirement Services (RS) businesses of Bank of America Corporation. Banking and fiduciary activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Brokerage activities are performed globally by brokerage affiliates of Bank of America Corporation, including Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPFS). MLPFS is a registered broker-dealer, Member SIPC and wholly owned subsidiary of Bank of America Corporation. Investment products: Certain associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated and may assist you with investment products and services. Unless otherwise noted, all trademarks and registered trademarks are the property of Bank of America Corporation. © 2012 Bank of America Corporation. All rights reserved. Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Plan Sponsor Use Only. Distribution to other parties is prohibited.