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Friedman is the tax-exempt national practice leader with the Principal Financial Group, an investment management and retirement leader. A noted expert on 403(b) plan design, he has been consulting with tax-exempt organizations for over 20 years and has been in the retirement plan business since 1986.
February 5
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Jessica Reynolds is a retirement attorney for Ascensus, Inc., where she works on the team that monitors all legislation, regulatory pronouncements, and industry developments affecting retirement plans and ensures that these developments are reflected in the company’s products and services.
February 5
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Raymond DePaola brings more than 25 years of experience to the position of Director of Underwriting for Corporate Synergies. He delivers expert reviews and analyses of carrier rate renewal actions, participates in rate negotiations, projects pre-renewal estimates and self-funded plan costs, and provides underwriting guidance to clients.
February 5
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Kalish is a fomer managing editor of SourceMedia’s Employee Benefits Group.
February 4
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A recent tax law creates a permanent 100% tax exclusion on capital gains from C corporations.
February 4 -
Buybacks and dividends each have their benefits for clients. Plus: Five ways to make money off market volatility, and when to start growing Roth IRAs.
February 4 -
Yonaton Aronoff is a partner and litigation attorney with Foley & Lardner LLP. His practice spans a wide array of complex commercial litigation matters, with a particular emphasis on e-commerce issues, high-level business and commercial contract disputes, commercial real estate litigation, trade secrets and intellectual property disputes, and litigation involving financial institutions and investment companies.
February 4
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Lindsey Jarrell is a partner of PwC's Healthcare Advisory Practice. He co-leads the healthcare revenue transformation practice, and he also leads two software businesses within the firm serving the healthcare industry.
February 4
