Accounting, Payroll & Pension Issues/Expert Profile


Ask A Question

Expertise

Pension questions ONLY. Pension, profit sharing, and 401(k) plan design, installation, administration and actuarial services; rollovers to Individual Retirement Accounts; taxation of retirement plan distributions

Experience in the area

Over 35years experience in the pension field

Organizations

Various actuarial organizations

Education/Credentials

MBA and various professional certifications

Average Ratings

Recent Reviews from Users

Read More Comments

    K = Knowledgeability    C = Clarity of Response    T = Timeliness    P = Politeness
UserDateKCTPComments
Lars11/06/0910101010This is exactly the information I needed .....
AManda11/03/0910101010 
Hing10/30/0910101010 
Mary10/13/0910101010 
Margie09/22/0910101010 

Recent Answers from Allen

2009-11-18 Retiree Account Statement:

I already deleted everything from my computer and I will be deleting your new message and this reply. As far as All Experts goes, when you go to their website, click on the tab Tech Support on the top

2009-11-06 Employer 401(k) Options:

Once you involve an investment advisor he or she will want to be paid for the time involved. And 1-1.5% as a total fee is reasonable. The only way to get lower is to deal directly with the financial institution

2009-10-31 Borrowing from Pension:

Sorry to read about your situation. You will have to verify if his plan allows loans. Many plans do. A few don't. If the plan does allow loans, you should ask the Plan Administrator for a copy of the

2009-10-30 Pension Rollover:

The money can be rolled over if you elect a payout period of less than 10 years. You can also choose to roll over some payments and not rollover other payments. One problem with doing this is that

2009-10-27 retirement plans:

Sorry for the delay in getting back to you. You only have one limit and that's $16,500 in 2009 (or $22,000 if you were born before January 1, 1960). The amount you can contribute to the 401(k) is this

 

Ask A Question

All Answers

Answers by Expert:


Ask Experts

Volunteer


©2009 About.com, a part of The New York Times Company. All rights reserved.