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Innovative Retirement & Benefit Solutions | Pension Dynamics

Pension Dynamics offers benefits administration outsourcing for 401k retirement, flexible benefits, reimbursement accounts and COBRA plans.

http://www.pensiondynamics.com/

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Innovative Retirement & Benefit Solutions | Pension Dynamics | pensiondynamics.com Reviews
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Innovative Retirement & Benefit Solutions | Pension Dynamics | pensiondynamics.com Reviews

https://pensiondynamics.com

Pension Dynamics offers benefits administration outsourcing for 401k retirement, flexible benefits, reimbursement accounts and COBRA plans.

INTERNAL PAGES

pensiondynamics.com pensiondynamics.com
1

Roadmap to Retirement Security: How to Build and Conserve Retirement Wealth | Pension Dynamics

https://www.pensiondynamics.com/books/roadmap-retirement-security-how-build-and-conserve-retirement-wealth

Read the Statement regarding Brexit. From Stephen James Butler LLC. We're experiencing intermittent phone outages. Please email us at info@pensiondynamics.com. If you cannot contact us via phone. Roadmap to Retirement Security: How to Build and Conserve Retirement Wealth. Roadmap to Retirement Security: How to Build and Conserve Retirement Wealth. By Stephen J. Butler. Buy now on Amazon. Available in paperback and for the Kindle. Roadmap to Retirement Security: How to Build and Conserve Retirement Wealth.

2

401(k) Retirement Plans | Pension Dynamics

https://www.pensiondynamics.com/retirement/401k

Read the Statement regarding Brexit. From Stephen James Butler LLC. We're experiencing intermittent phone outages. Please email us at info@pensiondynamics.com. If you cannot contact us via phone. Our 401(k) Plan is a full service retirement plan custom designed to meet your company's needs. Safe Harbor plans eliminate the need for nondiscrimination testing. A Roth 401(k) feature can be included in your plan to enhance the benefits to your employees. What we do for you. Ongoing annual plan review meetings.

3

Cash Balance Plans | Pension Dynamics

https://www.pensiondynamics.com/retirement/cash-balance

Read the Statement regarding Brexit. From Stephen James Butler LLC. We're experiencing intermittent phone outages. Please email us at info@pensiondynamics.com. If you cannot contact us via phone. Tax Shelter Your Retirement Income. Cash Balance Plans are particularly appealing to professional service firms with partners or owners who want to maximize their tax-sheltered retirement income and tax-deductible contributions. What we do for you. Minimal in-house involvement in day to day administration. Excep...

4

403(b) Retirement Plans | Pension Dynamics

https://www.pensiondynamics.com/retirement/403b

Read the Statement regarding Brexit. From Stephen James Butler LLC. We're experiencing intermittent phone outages. Please email us at info@pensiondynamics.com. If you cannot contact us via phone. Our 403(b) Plan is a full service retirement plan for 501(c)(3) tax-exempt non-profit organizations and public education employers. We custom design your plan to meet your company's needs. Safe Harbor plans eliminate the need for nondiscrimination testing. What we do for you. Ongoing annual plan review meetings.

5

Defined Benefit Plans | Pension Dynamics

https://www.pensiondynamics.com/retirement/defined-benefit

Read the Statement regarding Brexit. From Stephen James Butler LLC. We're experiencing intermittent phone outages. Please email us at info@pensiondynamics.com. If you cannot contact us via phone. Our Plan Consultants will assess your objectives and design the Defined Benefit Plan that is best for your company. Exceptional record keeping and administration. Minimal in-house involvement in day to day administration. Unlimited phone consultation for employees and human resources/payroll departments. Our ong...

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November | 2011 | Steve Butler Speaks Out

https://sjbutler.wordpress.com/2011/11

Steve Butler Speaks Out. Manage Your Benefits, Protect Your Future. Fee disclosure rules change 401(k) game. November 21, 2011. The new cost disclosure rules that will go into effect for 401(k) plans starting in May will have an interesting effect on the most common business model that dominates the retirement plan industry. Most 401(k) plans have an adviser from the financial services industry and then a separate company that performs the government-required testing and reporting. This effort results in...

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June | 2011 | Steve Butler Speaks Out

https://sjbutler.wordpress.com/2011/06

Steve Butler Speaks Out. Manage Your Benefits, Protect Your Future. Tipping point near for 401(k) investors. June 27, 2011. Last week, I wrote about the efficacy of solar energy for the home — especially if you looked at it from an unorthodox but accurate financial perspective. The law of unintended consequences was just oozing through the cracks in ways I hadn’t predicted. In the world of 401(k) plans, we may have the germ of a tipping point in the form of a popular uprising against unnecessarily high f...

sjbutler.wordpress.com sjbutler.wordpress.com

March | 2012 | Steve Butler Speaks Out

https://sjbutler.wordpress.com/2012/03

Steve Butler Speaks Out. Manage Your Benefits, Protect Your Future. Staying the course can pay dividends. March 19, 2012. What you see isn’t always what you get. But, you may ask, who has been earning 12 percent when the total stock market, over the past five years, has had a compound average return of 2.11 percent per year? On average, then, we had $3,000 invested for the five-year period. Calculating on a napkin, we can see that our so-called “internal rate of return” or the return base...When I do the...

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Making the 401(k) sacrifice for a better tomorrow | Steve Butler Speaks Out

https://sjbutler.wordpress.com/2012/03/19/making-the-401k-sacrifice-for-a-better-tomorrow

Steve Butler Speaks Out. Manage Your Benefits, Protect Your Future. Making the 401(k) sacrifice for a better tomorrow. March 19, 2012. My automobile license plate has read “MR 401K” for the past 25 years, so it’s not unusual for someone to approach me on the street and make conversation about — you guessed it — their 401(k) account. Last week, it happened at a gas station where I was filling up with what may soon be $5-per-gallon gas. 8220;How about $50,000? 8221; — my wild guess. Here’s a guy who ...

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May | 2011 | Steve Butler Speaks Out

https://sjbutler.wordpress.com/2011/05

Steve Butler Speaks Out. Manage Your Benefits, Protect Your Future. American retirement picture no so gloomy. May 24, 2011. The “Boomers” are all right. The latest information from Fidelity Fund and the Investment Company Institute, combined with a dose of common sense and deductive reasoning, leads us to the conclusion that the Baby Boomers are financially prepared for retirement. There is a total of $3 trillion today in 401(k) accounts — plus another $1.5 trillion if we count employer profit-...There i...

sjbutler.wordpress.com sjbutler.wordpress.com

July | 2011 | Steve Butler Speaks Out

https://sjbutler.wordpress.com/2011/07

Steve Butler Speaks Out. Manage Your Benefits, Protect Your Future. We can all contribute to the U.S. safety net. July 25, 2011. I was stunned by the recent article about the section of the Bay Bridge that was being shipped here from China. A Chinese welder working on the project earned $12 per day and worked from 8 am until 11 pm — seven days a week. The guy they interviewed was 55 years old! Here’s how I get to the 20 percent: the employee pays about 10 percent combined for Social Security and Me...

sjbutler.wordpress.com sjbutler.wordpress.com

February | 2012 | Steve Butler Speaks Out

https://sjbutler.wordpress.com/2012/02

Steve Butler Speaks Out. Manage Your Benefits, Protect Your Future. Fiscal lessons from mom. February 21, 2012. A few weeks ago, my mother died just short of her 92nd birthday, ending a life that embodies so much of what makes this country great. After returning to America, he organized the Finnish community and became a friend of Calvin Coolidge in the process. Mom actually shook hands with the president when she was 5 after traveling to his Vermont “Summer White House” on horseback. Within a few years,...

sjbutler.wordpress.com sjbutler.wordpress.com

December | 2011 | Steve Butler Speaks Out

https://sjbutler.wordpress.com/2011/12

Steve Butler Speaks Out. Manage Your Benefits, Protect Your Future. Young adults should save for their future. December 27, 2011. Let me guess. Young adults home for the holidays probably sympathize with the Occupy Wall Street movement. Not that there’s anything wrong with that, of course, but am I right? With his last $250, he boarded a bus for New York City and joined the movement. Like early immigrants who arrived in New York City with nothing, this is a compelling story about people who are strug...

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Innovative Retirement & Benefit Solutions | Pension Dynamics

Skip to main content. Working together to build your tomorrow. Innovative Retirement and Benefit Solutions. Designed to promote your financial well-being. Since 1979, Pension Dynamics has been a leading retirement and benefits plan provider to San Francisco Bay Area companies. Sep 20, 2017. Pension Dynamics named to the San Francisco Business Journal Lists. Apr 9, 2018. Retirement plan protections face rollback. Apr 2, 2018. Despite ups, downs, long-term investing still pays off. Mar 26, 2018. As an inde...

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