Greetings loyal PLANADVISER readers! This weekend, we wanted to take the time to spotlight our ongoing Advisers Giving Back profile series. Below, you will find a collection of stories that describe the incredible charitable and philanthropic work undertaken by some of the leading advisers in the retirement industry. Not only do their stories inspire, they also include some great ideas about how to get started giving back. If you are an adviser who is dedicated to a cause that deserves some attention, let us know at firstname.lastname@example.org.
The PLANADVISER Advisers Giving Back profile series offers an inspiring view of the charitable and philanthropic work undertaken by some of the leading advisers in the retirement planning industry.
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Soraya Morris is a lead trainer at Envestnet | MoneyGuide. She formerly worked for a fee-only registered investment adviser and says mentorship is a huge part of her past and future in this industry.
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Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
A newly filed settlement agreement stipulates that Norton Healthcare and Lockton will each pay half of a total settlement of $5.75 million, which will be used to compensate plan participants who invested in overly expensive share classes.