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Education/Communication | Services | Precept Advisory Group, LLC
https://www.preceptadvisory.com/services/education-communication.aspx
I agree to the Terms and Conditions. Precept Advisory Group, LLC. Go to preceptgroup.com. Precept can partner with our clients to develop a results-driven, targeted campaign to promote, educate and increase Plan value to participants:. Annual education/communication strategy development. Conduct custom education sessions on-site or via webinars. Assist with custom communication development.
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Financial Calculators | Precept Advisory Group, LLC
https://www.preceptadvisory.com/resources/financial-calculators.aspx
I agree to the Terms and Conditions. Precept Advisory Group, LLC. Go to preceptgroup.com. How much will I need to save for retirement? What may my 401(k) be worth? What is the impact of increasing my 401(k) contribution? Bankrate 401(k) Contribution Calculator. How retirement contributions effect your paycheck. CalcXML 401(k) Comparison Tool. Compare the Roth 401(k) to a traditional 401(k). SmartMoney Roth 401(k) Estimator. Traditional vs Roth 401(k) contribution comparison.
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Privacy Notice
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I agree to the Terms and Conditions. Precept Advisory Group, LLC. Go to preceptgroup.com. BB&T Insurance Services, Inc. BB&T Insurance Services of California, Inc. This is the website of Precept Advisory Group, LLC. Our postal address is:. Irvine, CA 92617. We can be reached via e-mail at preceptrps@preceptgroup.com. Or you can reach us by telephone at 800-344-1430. Categories of Information We May Collect. Information we receive from third parties, including consumer reporting agencies and persons provi...
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Investment Advisory | Services | Precept Advisory Group, LLC
https://www.preceptadvisory.com/services/investment-advisory.aspx
I agree to the Terms and Conditions. Precept Advisory Group, LLC. Go to preceptgroup.com. Investment Policy Statement (IPS) Development. Precept will customize an investment policy statement to guide the Plan committee in selecting and monitoring the Planâ s investment options to meet the Planâ s overall retirement goals and objectives. Performance Measurement and Evaluation. Our customized and objective reports are prepared by internal analysts and presented by investment consultants to committees to pr...
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Compliance Calendar | Precept Advisory Group, LLC
https://www.preceptadvisory.com/resources/compliance-calendar.aspx
I agree to the Terms and Conditions. Precept Advisory Group, LLC. Go to preceptgroup.com. Entries in red are IRS/DOL deadlines. Entries in black are guidelines. Gather and forward census data for 2015 plan year to Recordkeeper/TPA. Participants receive 1099-R's for 2015 distributions from qualified retirement plans. Complete 5500 questionnaire and forward to Recordkeeper/TPA. Form 1099-R filed with IRS by providers to report distributions made in the previous year (or by 3/31 if filing electronically).
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Events | Precept Advisory Group, LLC
https://www.preceptadvisory.com/resources/events.aspx
I agree to the Terms and Conditions. Precept Advisory Group, LLC. Go to preceptgroup.com. The IRS recently announced contribution limits for 2016. Please note that the 2016 limits have remained the same as 2015. Maximum Annual Contribution Limit. The limitation on annual deferrals to a 401(k) plan. Age 50 Catch-up Contributions. The special catch-up provision available to individuals. At least 50 years old in 2016. The dollar limitation for annual additions under defined.
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News | About | Precept Advisory Group, LLC
https://www.preceptadvisory.com/about/news.aspx
I agree to the Terms and Conditions. Precept Advisory Group, LLC. Go to preceptgroup.com. October 1, 2015. July 1, 2015. January 1, 2015. July 1, 2014. April 1, 2014. January 17, 2014. October 24, 2013. July 16, 2013. April 11, 2013.
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Fiduciary Oversight | Services | Precept Advisory Group, LLC
https://www.preceptadvisory.com/services/fiduciary-oversight.aspx
I agree to the Terms and Conditions. Precept Advisory Group, LLC. Go to preceptgroup.com. Precept can assist Plan fiduciaries in the following:. Initial committee formation, committee charter and member agreement development. Fiduciary education related to roles and responsibilities and provide ERISA guidelines. Act as investment fiduciary to the Plan. Investment policy statement development and maintenance. Plan fee assessment, benchmarking and negotiating with providers.
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Site Map
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I agree to the Terms and Conditions. Precept Advisory Group, LLC. Go to preceptgroup.com.
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Terms and Conditions of Use
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I agree to the Terms and Conditions. Precept Advisory Group, LLC. Go to preceptgroup.com. Precept Advisory Group, LLC. Any person is hereby authorized to view the information available from this web server for informational purposes only. Except as expressly provided below, no part of the information or other content on this website may be redistributed, copied, reproduced or otherwise used without prior written consent of PRECEPT ADVISORY GROUP.
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