Derisking pension plans and the lump sum choice
A 2012 shift, led by Ford's retirees offer, moved pension sponsors to transfer liabilities to insurers. The article weighs lump sum vs monthly payments, outlining risks, tax implications, and when to seek professional financial advice. It notes factors like longevity, health, spousal income, tax brackets, and the use of rollovers to an IRA, with caution about IRS withholding.
MENTIONED IN THIS ARTICLE
Ford Motor Co
Ford
Robert Rolfe
Harmonyinancial Services
Cadaret, Grant, & Co., Inc
Harmony Financial Services
Cadaret Grant
Oswego Lawyer Lee Gilbert Named to Super Lawyers List
Oswego law firm APFW Law announces Lee Gilbert has again earned a place on the New York Super Lawyers Annual List for Workers' Compensation. Selection covers 12 indicators of peer recognition. Gilbert also appeared on the list in 2011. He focuses on workers' compensation social security disability and personal injury.
MENTIONED IN THIS ARTICLE
Oswego
Apfw Law
Lee Gilbert
New York
Gilbert
Oswego County
Oswego County Bar Association
National Organization of Social Security Representatives
Nosscr
Kimberly
Oswego County FCU Named Among Best NY Employers
Oswego County FCU announced it was named one of New York State’s best places to work for 2014. CEO William Carhart welcomed the recognition as a mix of fun and professional service, with an awards dinner at the Albany Marriott on April 21 from 5:45 to 9 p.m. The event, part of a program evaluating employee satisfaction and workplace practices, will rank 31 small and medium employers and publish a special profile for all 65 winners.
MENTIONED IN THIS ARTICLE
Oswego
Oswego County Fcu
New York State
William Carhart
Albany Marriott
Credit Union
New York
Jamie Lewis
Jamies
Journalmultimedia.com
Oswego Firm Adds Amy Chadwick as Associate
Amy Chadwick joined Amdursky Pesky Fennell and Wallen PC APFW Law in Oswego County as an associate in criminal justice. She earned summa cum laude from Syracuse University College of Law in 2014 and was admitted on January 14. Chadwick, a Le Moyne College graduate, resides in Auburn with Officer Michael Chadwick of the Auburn Police Department.
MENTIONED IN THIS ARTICLE
Syracuse University College of Law
American Bar Association
New York State Bar Association
National Organization of Social Security
Chadwick
Auburn
Michael Chadwick
Auburn Police Department
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Lake Ontario
Rel Rolfe
Apfw Law Firm
le Moyne College
Ovogue
West Bridge Street
Sade
Rose
Ealonspa.com
Tom Gilbo
W.par
K.com
Chrysler
Minetto
Liam
Jennifer Allen
Chrysler Capital
Par-K.com
Fulton
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