It’s no secret that financial stress has a significant impact on mental health, productivity, turnover and absenteeism in the workplace, but how much money does it cost U.S. businesses?
The Qualified Leverage Strategy (QLS) helps participants minimize taxes on qualified plan assets, increase cash flow and optimize assets going to beneficiaries. Qualified plan assets are repositioned resulting in two tax-free buckets of money. This process meets all current federal tax codes.
Global Retirement Partners is thrilled to announce the list of our advisors/member firms that were selected in the 2018 edition of the Financial Times 401 Top Retirement Advisors ("FT 401")!
CITs* are pooled investment vehicles sponsored and maintained by a trust company who also serves as the trustee. While mutual funds are commingled investment vehicles maintained by an asset management company and are made available to retirement plans as well as individual investors, CITs are only offered to qualified retirement plans.