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Pension and Planning

= Review printed booklet; = Review printed newsletter; = Internet version

Booklet

The Roth IRA,
Your Questions, Our Answers

This comprehensive booklet explains the differences between a Roth IRA and the traditional IRA. Covers the Roth IRA's eligibility requirements, contribution limits, tax consequences, and distribution rules.

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Sponsor Newsletters

The Employee Benefit Forum

This newsletter is an easy and effective way for plan providers to communicate with their plan sponsors and prospective sponsors. Forum combines articles on current employee benefit issues with basic employee benefit concepts.

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Retirement Plan News

Maintain a regular communication with your plan sponsor clients and prospects with Retirement Plan News. This newsletter contains in-depth articles written by the industry's most knowledgeable and respected retirement plan experts. Every issue of this publication contains easy-to-read information, insight, and analysis on important employee benefit issues, regulatory agency rulings, and court decisions impacting retirement plans.

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Click here to request information regarding Newkirk’s Pension and Planning Communications. Or, contact Newkirk by phone at 800-525-4237.

 

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