Wednesday, December 30, 2009

Business New Year's Wishes from ACI

by Tobi Cogswell

We at ACI come to work every day wanting to make a difference. I am proud to work with everyone and I hope that next year you have the opportunity to get to know them even more than you do now. Below are some New Year’s Wishes for you:

*May your T’s always be crossed and your I’s always be dotted!
*To a successful 2010 filled with profitability and market growth.
-Yariel Chiong,
Marketing Manager

*Best wishes for a prosperous 2010!
-Stacy Bass,
Accounting Manager

*For 2010 I would like to encourage plan sponsors to increase participant awareness about participant loans and encourage participants only to take a loan from the plan as a last resort as the participant will never recoup the lost earnings on the funds that were distributed.
-Alison Murray,
Lead Administrator, Manager

*May all of your gains show up in your portfolio and all of your losses show up on your bathroom scale!
-Pam Binder-Escobosa,
Director, Client Services

*May you always have a post-it within arms reach!
*May you prosper and know all good things including the responsibilities of being a fiduciary!
*May you be able to defer more than you ever have!
*May you have joy in the first year of contributing your catch-up contribution!
*May your employees understand the benefit that you are providing them and be grateful!
*May you have the income to put in a cash balance plan so you can aggressively save for retirement!
*May you become paperless and green!
*May your census information be perfect without any changes!
*May you look 20 years younger even if you are at normal retirement age as prescribed by the Pension Protection Act of 2006!
-Gerri Wheeler,
Consulting Administrator

*My 2010 wish for our clients and their advisors is to think beyond survival and build strategies to thrive in this chaotic economy; and in that fresh thinking develop the strategy for the retirement plan and incentive plan you have or need to have to make your company stronger for the sake of you and your employees. Oh, and have fun in the process!
-Pat Byrnes,
President

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