Timothy Sumer

Our team of federal employee benefits consultants, case managers and attorneys have extensively reviewed the federal government’s changes coming in the Thrift Savings Plan (TSP) Modernization Act and we’re excited to share what we’ve learned. Here is an overview of what we will cover: • How many withdrawals can I make before separation? • Am I limited on withdraws after separation? • How will my TSP balance be paid out? • Is it safe to keep a TSP balance post separation? • Can I still invest in the Thrift Savings Plan? • Technological updates to give you easier access. If you have more questions, please contact our office at 877-226-2723.... ( read more ) LEARN MORE ABOUT: Thrift Savings Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing The TSP Modernization Act: Bringing Webinars to Your Fingertips In this digital age, staying informed and up-to-date has never bee...

CPAR November 2016 Segment 4 Rachel Faye Smith on ERISA Noncompliance Penalties Accountants, as well as executives at their clients' offices, have a fiduciary obligation to ensure that employee benefit plans are properly maintained and administered. So, what can - and should - you be doing to lessen your personal and professional liability? In this segment, Rachel Faye Smith, a partner at Murtha Cullina LLP, evaluates how proposed changes to the forms and regulations that govern annual benefit plan reporting could affect your workload and counsels you on how to diminish your potential legal responsibility. Learn more about this course at ... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing As a fiduciary, you have an obligation to ensure that your company’s retirement plan is in compliance with the rules and r...