Articles on the Business Compliance Risk/Updates Retirees change IRA's & 401K's/Corporation helping manage employee retirement accounts / Retirement Distribution

Good Entities Management: A Primary Strategy for Reducing Corporate Business Compliance Risk

In an informal survey, most corporate secretaries admit that they can spend only about 15% of their day on entity management and business compliance. However, improperly managed corporate compliance can expose businesses to high levels of risk that are disproportionate to this level of effort. With the typical corporate secretary and corporate counsel's responsibilities continuing to increase in number and complexity, it is unlikely that they will be able to address this imbalance simply by dedicating more time to entity management. Instead, corporate secretaries and corporate counsels can minimize the risks and increase their efficiency around entity management by applying corporate business compliance best practices.


This white paper provides insights on the following topics:

  • A New Higher Risk Environment for Entity Compliance
  • The Consequences of Improperly Managed Corporate Compliance
  • New Trends and Benchmarks in Corporate Business Compliance
  • Best Practices for Entity Management

10's of Thousands Retirees Professionals are not aware of changes that effect their IRA's & 401K

Keeping track of your finances in retirement can be a job in itself and managing your investments is only a small part of it. Staying on top of basic tasks is tough, and if tax rules, technology, Medicare, Social Security, and the markets keep changing, it will only get tougher.

You can't do much about government policy or macroeconomics, but you can simplify your financial infrastructure by consolidating accounts, reducing the amount of plastic in your wallet, and organizing your documents and storage devices.

The following steps will make it easier for you to manage financial tasks, saving you both time and money:

Consolidate your retirement accounts:

It is common for people to have five or more investment accounts, such as a 401(k), a profit-sharing plan or two, a pension they rolled into an individual retirement account, a deductible IRA, a Roth IRA, an inherited IRA, and perhaps even a lonely Keogh from a freelance stint in the 1980s.

You should consider rolling accounts that have the same tax-deferred treatment—pension rollovers, 401(k)s, regular IRAs, profit-sharing plans and Keoghs—into a single giant IRA.

Consolidating your accounts will make it easier to monitor returns, rebalance your portfolio, diversify your assets, and take required distributions. Another plus: It will be easier to update your address, email, bank routing numbers, and beneficiaries.

Corporations should be aware of the leading indicators on retirement plans:

Data-mining tools designed to promote successful outcomes, improve plan metrics and reduce your administrative workload.

Corporate Retirement Plans As a leading advocate for a healthy and more secure retirement, we are focused on solutions that help improve retirement outcomes for your employees. As a result, more plan sponsors currently Cambridge Retirement plans with their defined contribution retirement plans than any provider in our industry. We are extremely proud of our leadership position because, it validates our dedication to delivering the solutions and services that matter most to you. Our years of experience successfully designing and administering retirement plans have helped Cambridge Retirement plans advance among the leaders of our industry: As the retirement industry continues to evolve and become more complex, joining forces with a global leaders can help provide you with the stability needed to maintain a successful retirement plan. With Cambridge Retirement plans as your provider, you can expect:

Retirement Distribution Planning Is task for Financial Experts

Charles Daniel BPS Book By Author Charles Daniel, DRC's Managing Partner

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