The Pension Protection Act of 2006 brought with it significant changes to the way organizations are to run their 401k and retirement plans. To help employers ensure that their retirement plans reflect the sweeping new mandates, Rothschild Investment Corporation (www.rothschildinv.com) is pleased to announce a new program to offer complimentary 401k and retirement plan evaluations.
CHICAGO (Business Wire EON) May 12, 2008 --
The Pension
Protection Act of 2006 brought with it significant changes to the
way organizations are to run their 401k and retirement plans. To help
employers ensure that their retirement plans reflect the sweeping new
mandates, Rothschild Investment Corporation (www.rothschildinv.com)
is pleased to announce a new program to offer complimentary 401k and
retirement plan evaluations.
Rothschild’s free program offers companies a
comprehensive review of the new pension rules, a complete analysis of
their current 401k plans in light of those changes, and an action plan
for how to leverage the new rules to create the best possible retirement
plan.
Rothschild’s 401k and Retirement Plan Analysis
program is being led by
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Dale Bonga, Executive Vice President, www.rothschildinv.com/bios/bonga_dale.php
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John Baker Welch, Vice President, www.rothschildinv.com/bios/welch_john.php
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Bart Bonga, AIF, Vice President, www.rothschildinv.com/bios/bonga_bart.php
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Luke Novak, AIF, Vice President, www.rothschildinv.com/bios/novak_luke.php
“Retirement plans are complicated, and for all
of its benefits, the Pension Protection Act is nonetheless a source of
additional confusion,” said Bart Bonga. “Rothschild’s
independence, experience and credentials as a registered investment
advisor put us in a strong position to provide the unbiased, expert
guidance organizations need.”
Rothschild, celebrating its 100th year as an
independent investment management firm, believes that its plan practice
will be a critical component of its business as the group enters its
second century.
John Welch, a 30-year veteran in the financial services industry, said, “The
Pension Protection Act has led to a rise in interest regarding best
practices in setting up employer-sponsored plans. With so many business
owners among our clientele, Rothschild’s 401k
and Retirement Plan practice is seeing rapid growth.”
For companies wishing to have a review of their corporate retirement
plans, please contact either Eric Kolkey at (312) 983-8915, ekolkey@rothschildinv.com,
or James Jaramillo at (312) 983-8992, jjaramillo@rothschildinv.com.
About Rothschild Investment Corporation
Since 1908, Rothschild Investment Corporation has provided investment
services to generations of Chicago’s
entrepreneurs, professionals, families, retirement plans, endowments and
foundations. Independent for each of its 100 years, Rothschild tailors
investment solutions to the unique needs of each client, avoiding
conflicts of interest associated with proprietary products, securities
inventorying, market-making and investment banking relationships.
Rothschild has approximately $2 billion under management and supervision.
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