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Use the Necessary Evil of Restatement as an Opportunity
Mon, Sep 15th 2014 10:00 am
The Internal Revenue Service opened the window for the Pension Protection Act defined contribution retirement plan restatements. Beltz Ianni & Associates’ Jean M. Dailey says employer-plan sponsors should use this restatement period as an opportunity to review their plan document for operational improvements and to create a more meaningful employee benefit.
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September-October 2019
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Q2 2023 Plan Participant Newsletter
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Q2 2023 Plan Sponsor Newsletter
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Beltz Ianni & Associates Makes List of NAPA Top DC Advisors for 2022
March 29, 2023
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Michelle Cannan makes NAPA's 2022 List of Top Women Advisors
November 18, 2022
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Beltz Ianni & Associates Named a NAPA Top DC Advisor for 2021
March 28, 2022
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Anne Webster Retires from Beltz Ianni & Associates
January 11, 2022
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Michelle Cannan makes NAPA's 2021 List of Top Women Advisors
October 20, 2021
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