ABLE

Ascensus Announces Two New Regional Vice Presidents on Their Retirement Sales Team

Retrieved on: 
Lunedì, Novembre 14, 2022

DRESHER, Pa., Nov. 14, 2022 /PRNewswire/ -- Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—has announced the appointment of two new Regional Vice Presidents, Richard Eriksen Jr. and Taylor Harman, to the firm's retirement plan sales team.

Key Points: 
  • Richard Eriksen Jr. joins Ascensus as Regional Vice President covering Michigan and will report to Anthony Bologna, Eastern Division Vice President.
  • Eriksen has held positions in the retirement services industry for several years, most recently having served as Regional Sales Director at OneAmerica Retirement Services.
  • Taylor Harman joins Ascensus as Regional Vice President covering the newly established territory including Iowa, North Dakota, and South Dakota.
  • The company's brands include Ascensus; Newport, an Ascensus company; PAi, an Ascensus company; and FuturePlan by Ascensus.

The Miami Foundation Open for Business Program Now Available to Help Strengthen Historically Underserved Small Businesses in Miami-Dade County

Retrieved on: 
Giovedì, Ottobre 6, 2022

MIAMI, Oct. 6, 2022 /PRNewswire/ -- The Miami Foundation, one of the largest philanthropic institutions in South Florida, announced today the official opening of the Miami Open for Business program to support historically underserved small business owners in Miami-Dade County. Funded with a $20 million grant from Wells Fargo announced earlier this year, the program aims to empower nonprofits and small businesses to build generational wealth and resilience through the purchase and ownership of critical business assets, such as property, equipment, and technology.

Key Points: 
  • Eligible non-profits and small businesses can now apply at miamiopenforbusiness.org for a variety of grants and loans.
  • "We're excited to help open up a new avenue for capital and expertise through the Miami Foundation and its partners."
  • With this investment from Wells Fargo and leadership from The Miami Foundation, we'll both strengthen our small business ecosystem and build the financial resilience of minority-led businesses countywide."
  • "The Open for Business Program by the Miami Foundation is concrete proof that we are building a city that Works for Everyone," said Mayor Francis Suarez.

First Hayden AI Cameras Activated on MTA’s Q44 Route

Retrieved on: 
Lunedì, Ottobre 3, 2022

The activation of the Q44-SBS route marks the first of the 9 bus routes to be activated for ABLE by the end of this year.

Key Points: 
  • The activation of the Q44-SBS route marks the first of the 9 bus routes to be activated for ABLE by the end of this year.
  • Everyone at Hayden AI is excited to see our AIoT powered camera systems in action on the Q44, said Hayden AI CEO Chris Carson.
  • We look forward to helping make buses on the Q44 route move faster, having a positive impact on the tens of thousands of passengers commuting on this route said Hayden AI Executive VP Vaibhav Ghadiok.
  • At Hayden AI, were pioneering real world problem solving powered by AI and machine learning.

Newport/PLANSPONSOR Executive Benefits Survey Reveals Latest Trends in the Nonqualified Deferred Compensation Market

Retrieved on: 
Venerdì, Settembre 16, 2022

The biannual report represents the retirement industry's broadest and most comprehensive employer view of nonqualified deferred compensation (NQDC) plans, and tracks insights and trends from hundreds of the nation's leading firms.

Key Points: 
  • The biannual report represents the retirement industry's broadest and most comprehensive employer view of nonqualified deferred compensation (NQDC) plans, and tracks insights and trends from hundreds of the nation's leading firms.
  • The survey revealed a substantial increase in the number of nonqualified plans being implemented for small and mid-sized companies ($500 million of revenue) in order to stay competitive and ahead of the compensation and benefits curve.
  • Fifty-seven percent of employers are using compensation (base salary and total compensation) to determine eligibility, up from 37% in Newport's previous survey in 2020.
  • The value of the data is enhanced by Newport's in-depth analysis, observations, and annotations by its expert nonqualified plan consultants.

Gift of College, Inc. Launches Higher Education Gift Cards at CVS

Retrieved on: 
Martedì, Settembre 13, 2022

PHOENIX, Sept. 13, 2022 /PRNewswire/ -- Gift of College, an innovative platform that facilitates crowdfunding for higher education and disability expenses, today announced the launch of its first-of-its kind gift card in select CVS locations across the United States. Available in denominations of $25-$200 and redeemable into most any new or existing 529 (college savings), ABLE (disability savings), or student loan account, Gift of College provides gift givers with a forward-looking gift card option for birthdays, holidays, baby showers, graduations, and other special occasions that can help alleviate the stress associated with higher education expenses and expenses experienced by individuals with disabilities. The gift card is a convenient and thoughtful way to give a contribution toward a loved one's financial wellbeing.

Key Points: 
  • Availability of popular gift cards expands to leading health provider, acknowledging close connection between physical and financial health
    PHOENIX, Sept. 13, 2022 /PRNewswire/ -- Gift of College , an innovative platform that facilitates crowdfunding for higher education and disability expenses, today announcedthe launch of its first-of-its kind gift card in select CVS locations across the United States.
  • The gift card is a convenient and thoughtful way to give a contribution toward a loved one's financial wellbeing.
  • Gift of College, Inc. Launches Higher Education Gift Cards at CVS.
  • A college education is not only linked to higher pay and upward mobility but to improved overall health, according to The College Board.

National Disability Institute Partners with CalABLE for Launch of We Are CalABLE Campaign

Retrieved on: 
Giovedì, Agosto 25, 2022

"Our goal with CalABLE has been to build the best possible program for the disability community.

Key Points: 
  • "Our goal with CalABLE has been to build the best possible program for the disability community.
  • The 'We Are CalABLE' campaign raises the voices of those whose lives have been impacted by their decision to open an account."
  • Many OFA students and staff are CalABLE account holders and have a firsthand understanding of how one can save for their future using CalABLE.
  • The "We Are CalABLE" campaign was conceptualized and launched by CalABLE's agency of record Program 11, in collaboration with the National Disability Institute, the first national nonprofit committed exclusively to the financial empowerment of people with disabilities.

B.C.’S HOSPITALITY AND TOURISM BUSINESSES URGE SWIFT END TO BCGEU JOB ACTION

Retrieved on: 
Mercoledì, Agosto 24, 2022

General Employees Union (BCGEU), urging a swift resolution when the two parties return to the bargaining table.

Key Points: 
  • General Employees Union (BCGEU), urging a swift resolution when the two parties return to the bargaining table.
  • On Aug. 15, the BCGEU commenced job action outside four key Liquor Distribution Branch warehouses, which together supply about 40 per cent of all alcohol in B.C.
  • Though intended to motivate the provincial government, the BCGEUs job action strikes yet another crushing blow to the hospitality and tourism sector, which is only beginning to recover after the devastating impacts of the COVID-19 pandemic.
  • This labour dispute has nothing to do with our sector; were collateral damage in this job action, said Jeff Guignard, executive director of the Alliance of Beverage Licensees (ABLE BC).

FuturePlan Marks Major 2022 Growth with Four Expanded Sales Territories and Ten Strategic New Hires

Retrieved on: 
Mercoledì, Agosto 24, 2022

We needed an expanded sales model to deliver all the advantages to our advisor partners," said Kasey Price, President of FuturePlan.

Key Points: 
  • We needed an expanded sales model to deliver all the advantages to our advisor partners," said Kasey Price, President of FuturePlan.
  • "We also added eight new internal sales partners to support our rapid growth and enhance our advisor-centric strategy.
  • The organization's fast-growing network of institutional partnerships is another driving factor behind the expanded sales territories and staffing modelthe organization doubled the size of the Institutional Sales Team this year.
  • "FuturePlan is in a unique position for developing institutional product and service offerings," said Carlo Guerrera, Head of Institutional Sales.

#ABLEtoSave Month Raises Awareness of Savings Program for Individuals with Disabilities

Retrieved on: 
Mercoledì, Agosto 24, 2022

MEFA sponsors Attainable, the Massachusetts ABLE savings program, which offers savings and investment accounts that grow tax free for individuals with disabilities.

Key Points: 
  • MEFA sponsors Attainable, the Massachusetts ABLE savings program, which offers savings and investment accounts that grow tax free for individuals with disabilities.
  • Like other individuals with disabilities, Priscila was living under a $2,000 asset cap in order to qualify for disability benefits.
  • Achieving a Better Life Experience (ABLE) Act lifted the cap to $100,000, allowing individuals and families to save much more.
  • ABLE to Save Month helps us boost awareness and understanding of the benefits of Attainable, which can be an important piece of the financial picture for individuals living with disabilities.

Ascensus Appoints Two New Regional Vice Presidents

Retrieved on: 
Mercoledì, Agosto 17, 2022

DRESHER, Pa., Aug. 17, 2022 /PRNewswire/ -- Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—announced that industry veterans Chris Brock and Nick Eschenheimer have been appointed Regional Vice Presidents on the firm's retirement plan sales team.

Key Points: 
  • Brock joins Ascensus as Regional Vice President in the Northern Florida region, reporting to Anthony Bologna, Eastern Division vice president.
  • Brock has served in the financial services industry for 25 years, most recently as Regional Vice President at Securian Financial.
  • Nick Eschenheimer joins the Ascensus retirement sales team as Regional Vice President serving Oklahoma, Louisiana and Arkansas, reporting to Lori Zeman, Western Division vice president.
  • The company's brands include Ascensus; Newport, an Ascensus company; PAi, an Ascensus company; and FuturePlan by Ascensus.