Announcing PenChecks Missing Distributees, LLC

New company solves the potential fiduciary liability exposure of uncashed pension distributions
SAN DIEGO, June 22, 2010 — In a qualified retirement plan, when lump sum distribution checks go uncashed, a benefit is still due to the participant. However, if taxes are withheld and reported to the…

Industry-leading Roth Conversion Business-Building and Analysis Tools Enhanced with Latest Release

MEDFIELD, Mass., March 18, 2010 — Advisors Trusted Advisor (http://www.AdvisorsTrustedAdvisor.com), a division of the Collaborative, today announced new business-building resources and enhancements to its Roth Conversion Optimizer. ATA’s Roth 2010 Conversion Package – a…

How to Avoid Outliving Assets During Retirement: A Guide to Maximize Income and Make it Adequate for a Lifetime

LOS ANGELES, Sept. 3, 2009 — Many Americans are at or near retirement, but how certain are they that they won’t outlive their assets? In the new Editor’s Choice award-winning book, “Investing for Income: The Retirement Dilemma” (published by iUniverse), author and re…