AmericanTCS’ Post

Abandoned retirement plans can cause serious issues for service providers. As a Qualified Termination Administrator (QTA) appointed by the DOL, American Trust Custody can help alleviate the burden of abandoned plans. As your QTA, we can do the heavy lifting so you don't have to. Learn more about how we can help you. https://lnkd.in/dvuFD2Jj #AmericanTCS #AmericanTrustCustody

Abandoned retirement plans can cause serious issues for service providers. As a Qualified Termination Administrator (QTA) appointed by the DOL, American Trust Custody can help alleviate the burden of abandoned plans. As your QTA, we can do the heavy lifting so you don't have to. Learn more about how we can help you. https://lnkd.in/gP9wVVxy #AmericanTCS #AmericanTrustCustody

Abandoned retirement plans can cause serious issues for service providers. As a Qualified Termination Administrator (QTA) appointed by the DOL, American Trust Custody can help alleviate the burden of abandoned plans. As your QTA, we can do the heavy lifting so you don't have to. Learn more about how we can help you. https://lnkd.in/g9jMpzED #AmericanTCS #AmericanTrustCustody

Abandoned retirement plans can cause serious issues for service providers. As a Qualified Termination Administrator (QTA) appointed by the DOL, American Trust Custody can help alleviate the burden of abandoned plans. As your QTA, we can do the heavy lifting so you don't have to. Learn more about how we can help you. https://lnkd.in/dUY3qaxC #AmericanTCS #AmericanTrustCustody

Abandoned retirement plans can cause serious issues for service providers. As a Qualified Termination Administrator (QTA) appointed by the DOL, American Trust Custody can help alleviate the burden of abandoned plans. As your QTA, we can do the heavy lifting so you don't have to. Learn more about how we can help you. https://lnkd.in/dAwPcsBt #AmericanTCS #AmericanTrustCustody

Abandoned retirement plans can cause serious issues for service providers. As a Qualified Termination Administrator (QTA) appointed by the DOL, American Trust Custody can help alleviate the burden of abandoned plans. As your QTA, we can do the heavy lifting so you don't have to. Learn more about how we can help you. https://lnkd.in/dNCSuZ42 #AmericanTCS #AmericanTrustCustody

Only a Qualified Termination Administrator (QTA) as appointed by the DOL can properly terminate abandoned retirement plans. As a QTA, American Trust Custody can help you save costs, reduce your administrative burden and protect your plan participants' savings. Learn more about how we can terminate your abandoned plans. https://lnkd.in/grW9SinH #AmericanTCS #AmericanTrustCustody

Only a Qualified Termination Administrator (QTA) as appointed by the DOL can properly terminate abandoned retirement plans. As a QTA, American Trust Custody can help you save costs, reduce your administrative burden and protect your plan participants' savings. Learn more about how we can terminate your abandoned plans. https://lnkd.in/dAwPcsBt #AmericanTCS #AmericanTrustCustody

The following are some of the most common assets that use beneficiary designations and therefore, bypass probate: -Retirement accounts, IRAs, 401(k)s, and pensions -Life insurance or annuity proceeds -Payable-on-death (POD) bank accounts -Transfer-on-death (TOD) property, such as bonds, stocks, vehicles, and real estate Outside of assets with beneficiary designations, other assets that do not go through probate include assets with a right of survivorship, such as property held in joint tenancy, tenancy by the entirety, and community property with the right of survivorship. These assets automatically pass to the surviving co-owner(s) when you die, without the need for probate. Here’s part two of the series > https://lnkd.in/gzxvgNdj #estateplanning #whatif #lastwillandtestament #beprepared #texaslawyers #guardianship #probateattorney #estateplanningattorney #texas #powerofattorney #wecanhelp #estateplanninglawyer #boardcertified #probate #medicalpowerofattorney #buildyourlegacy #yourfamilylegacy #everythingprobate

As co-chair of ADISA's Legislative & Regulatory Committee, I have closely followed the Department of Labor's efforts to finalize its “Retirement Security Rule: Definition of an Investment Advice Fiduciary,” RIN 1210-AC02, or as its more simply known – the DOL fiduciary rule. The final rule was released on April 23 and will become effective on Sept. 23. #DepartmentofLabor #DOL #fiduciaryrule #registeredinvestmentadviser #RIA #retirementsecurityrule #fiduciarystandard #ERISA #retirementsavers #HispanicLeadershipFund #brokerdealer #investmentadvice #SupremeCourt #guestcontributor