Richard Shafer (Madison)

0 Seguidores

Over the course of his nearly 30-year career, Madison, Wisconsin, resident Richard Shafer has become an expert at organizing retirement and pension plans. Currently, Richard Shafer serves as the Executive Director at Well and Good, LLC. This boutique advisory service based in Madison is registered with the Securities and Exchange Commission, which allows it to operate on a national level. Mr. Shafer’s business provides retirement plan development for nonprofit organizations. As of now, the company serves plans large and small, nationwide.

madison richard shafer dick shafer richard shafer madison retirement plan independent fiduciary 403(b) plans fiduciary retirement plans 401k and 403b 403(b) plan 401(k) 403(b) madision fiduciary standards advantaages duties employer stock basic responsibilities certified employee benefit specialist basics fee-only fiduciaries advantages 403(b) and 401(k) plans personal finance international society of certified employee benefi employee benefits symposium nonelective contributions elective deferrals manage retirement plans erisa

Actividad
Acerca de

Richard Shafer (Madison)

Presentaciones

Elective Deferrals and Nonelective Contributions to 403(b) Plans

The ISCEBS Annual Employee Benefits Symposium

Basics of an Independent Fiduciary

What is a Certified Employee Benefit Specialist Program?

Duties of an Independent Fiduciary: Managing Employer Stock

403(b) Plans Explained

The Advantages of Fiduciary Standards

403(b) Retirement Plan compared to a 401(k) or IRA

Retirement Plan Basics: What is a 403(b) plan?

The Difference Between 401k and 403b Retirement Plans