Beltz Ianni & Associates Makes NAPA’s List of Top DC Advisor Firms

September 21, 2017 -

The National Association of Plan Advisors (NAPA) unveiled their 2017 list of Top DC Advisor Firms, and Beltz Ianni is pleased to be on that list. According to NAPA, “advisors are having a huge impact every single day, not only on the quality of retirement plan advice, but in building a more financially secure retirement for millions of Americans.”

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Reducing Risk, Lowering Costs, Improving Outcomes

August 12, 2016 -

Beltz Ianni & Associates was a contributor to the Rochester Business Journal’s 2016 Showcase — a compilation of stories of success from some of the area’s top businesses. We invite you to read how we are helping local employers manage and maintain successful 401(k) retirement plans.

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Use the Necessary Evil of Restatement as an Opportunity

September 15, 2014 -

The Internal Revenue Service opened the window for the Pension Protection Act defined contribution retirement plan restatements. Beltz Ianni & Associates’ Jean M. Dailey says employer-plan sponsors should use this restatement period as an opportunity to review their plan document for operational improvements and to create a more meaningful employee benefit.

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“Managing Retirement” Fiduciary Duties for the Employer – Plan Sponsor

May 4, 2014 -

What’s an employer to do if you don’t have an army of specialists on staff to deal with retirement plan fiduciary issues?  There are many ways to handle your fiduciary duties, however, it comes down to one simple answer according to Beltz Ianni’s Bob Judd:  “Whatever you are not an expert at, outsource it to a professional.”

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