401K Retirement Plan

Information for 401k investors, employers and plan administrators dealing with 401 k retiremement account issues. Rules and regulations dealing with administration, service, fees and other employer issues. Employee 401k plan specifics to hardship withdrawals, contribution limits, borrowing, rollovers and more. We offer advice and information to employer managers and employees on regulations, funding and small business. Including SEP and IRA

Wednesday, August 8, 2012

Retirement Plans: Qualified and Non-qualified

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Qualified retirement plan This form of retirement plan is one that is certified by the " Internal Revenue Code Section 401(a)" ...
Tuesday, November 15, 2011

529 Plan Help

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529 college plans are state sponsored education savings accounts that permits non tax deferred contributions to be made for college educatio...
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Tuesday, August 2, 2011

Defined Contribution Retirement Plan

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A corporate retirement plan where the employee contributes a defined amount based on earnings or other factors. It is a tax qualified retire...
Friday, July 15, 2011

403B 5500 Plan Document

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5500 Beginning in 2009, all ERISA 403 plans must file a full form 5500 that recognizes all assets under the plan. Plans with greater than 10...
Wednesday, March 9, 2011

Estate Planning Help

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Learn how to protect your estate (regardless of size) from probate and over taxation. American Investment Training of New York is a free tra...
Tuesday, March 8, 2011

403b planning

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We are the premier training company for the financial industry. Contact us with any 403b administrator question. Plan Owners and administrat...
Thursday, May 13, 2010

Estate Planning Help - Estate Tax Questions

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American Investment Training provides free assistance to individuals needing estate planning help and estate tax questions. This is a free e...
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