We are pleased to announce that Acuff & Associates, Inc. is now part of July Business Services (July Business Services). To read more about this exciting announcement and what it means for Acuff employees and clients, please read the press release (https://lnkd.in/ewT5_gpN).?
Acuff & Associates
金融服务
Brentwood，Tennessee 409 位关注者
A better plan. A better partner. A better retirement.
关于我们
Acuff & Associates, a Brentwood, TN-based TPA specializing in Defined Contribution plans and actuarial consulting, has recently been acquired by JULY, a leading national provider of 401(k) plan services for small to mid-sized businesses. This acquisition aligns with JULY's strategic growth plan, which emphasizes personalized administration and actuarial services. Acuff was selected for its experienced team, strong culture, and values that align seamlessly with JULY's mission. The majority of Acuff's employees, many of whom hold professional designations in the retirement plan industry, are now proud members of the JULY team.
- 网站
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https://www.acuff.net
Acuff & Associates的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Brentwood，Tennessee
- 类型
- 私人持股
- 创立
- 1991
- 领域
- Actuarial Services、Third Party Administration、Retirement Plan Consulting、Expert Witness Testimony、3(16) Fiduciary Services、Defined Contribution Plan Administration和Defined Benefit Plan Administration
地点
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主要
获取路线
320 Seven Springs Way
Suite 115
US，Tennessee，Brentwood，37027
Acuff & Associates员工
动态
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"Many 401(k) participants decide to roll their company retirement accounts into IRAs, with or without annuities, for greater investment flexibility. For some retirees, however, rolling over the entire 401(k) may be overlooking a key opportunity." Click to read more about NUAs in this informative article from ThinkAdvisor: https://lnkd.in/etgc5uys #cerradogroup
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Are you curious to learn more about the Department of Labor’s new fiduciary rule? Click to read more in this informative article from PLANADVISER: https://lnkd.in/ecXDnAsV #cerradogroup #retirement
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"The Internal Revenue Service has issued guidance and a FAQ for retirement plan sponsors and participants concerning tax form filings affected by the SECURE 2.0 Act of 2022." ?Click here to read more in this informative article from PLANADVISER: https://lnkd.in/eRNmCuQY #cerradogroup
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Are you curious to learn more about how the Department of Labor’s independent contractor rule will affect plan eligibility? Click to read more in this informative article from PLANSPONSOR: https://lnkd.in/gBW22hPD #cerradogroup #retirement #401k
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We sent out our Spring Newsletter today. The latest edition contains helpful information regarding the automatic enrollment requirements, a refresher on RMDs, upcoming compliance deadlines, and more. Click here to read: https://lnkd.in/gXXtCVWf #cerradogroup