As always, thank you very much for going the extra mile!
Glen Archinal, EA, MSPA
Pension Actuary
Summit Retirement Plan Services Inc.
"Thanks for the wonderfully detailed answer! You guys are the greatest!"
Eva J. Reynolds
CEO, EJReynolds, Inc.
Thank you for your answers to the "401(k) to SIMPLE 401(k)" questions. Excellent. You all are like having a "security blanket." I write you to get rid of my "what ifs." You make it easier for me to sleep at night. As always, I appreciate your precise, professional, responses. Enjoy the New Year's Celebrations - I now can.
That was the perfect answer. Thank you so much. That totally explains everything.
You do not realize how much you and your company mean to us with these Pension questions. We greatly appreciate you. You are the best.
"I truly would like to thank you for my unreasonable request early this morning and for responding within a flash! You provided me with the answers I needed.
Every one of you is always there to assist us... you guys are the best.....thanks again for making my pension world so much easier... "
"Thank you. You provided a prompt and thorough reply, as always!"
"The TAG website contains many useful forms, examples, spreadsheets and other tools used in the administration of qualified plans. The TAG conference consisted of the most influential and knowledgeable speakers I have heard in this field. They presented the material in a practical and useful manner, not just a pure academic environment."
"TAG has been an invaluable resource and I will gladly recommend them to anyone in the industry. The amount of time saved performing research has benefited not only myself, but my clients as well. The news updates, the articles and Q&A section have been extremely useful in providing quick answers to tough questions."
"I highly recommend their services to any TPA or professional firm associated with qualified plans who desires a knowledgeable edge on the competition. Their responses are complete, practical, accurate and timely. They also add additional information, IRS references and appear to have the insight to examine the situation we are inquiring on as if they have been in the situation before.”
"I'd like to take this opportunity to wish you guys a happy holiday season. Thank you for being there for me again in 2003. I've learned quite a bit in the five years we've used your service. You are a tremendous resource that has elevated my knowledge."
If we have seasoned profit sharing money in the plan, to avoid the incidental death benefi...
The CCH® NetNews™ Newsletter has long been the leading authority on legal and compliance information. Now you can get a weekly summary of court decisions, government news and much more delivered to your inbox.
ftwilliam.com suite of software tools now has portal capability - Announcing ftwPortal Pro
ftwPortal Pro features include:
Click here to learn more.
"I'd like to take this opportunity to wish you guys a happy holiday season. Thank you for being there for me again in 2003. I've learned quite a bit in the five years we've used your service. You are a tremendous resource that has elevated my knowledge."