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  You are here:  AllExperts > People/Relationships > Retirement Planning > Accounting, Payroll & Pension Issues

Expert Profile: Allen

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

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Average Ratings
Prestige Points: 6172
Knowledge   9.89   Best of the best
Clarity of Response   9.95   Best of the best
Timeliness   10.0   Best of the best
Politeness   10.0   Best of the best
Number Of Questions
(in Past 24 Hours)
0
Max Questions to be Asked
(in 24 Hour period)
5
Total Questions
(since joining AllExperts)
831
Recent Reviews from Users
KnowlClarityTimePolitenessDate
1010101006/04/08
1010101006/03/08
1010101005/29/08
1010101005/22/08
1010101005/20/08
User Comments
So helpful, I can't thank Allen enough.
(marlene on 06/04/08)
Really appreciate Allen's help...he is very knowledgeable and responsive.
(marlene on 05/29/08)
Thank you for your prompt response. I will research Erisa and other details at your recommendation.
(Roslyn on 05/22/08)
View All Comments
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Recent Answers from Allen
2008-06-28  profit sharing payout The procedure will be specific to your plan. The timing of distributions will also be specific to the plan. Sending a letter or e-mail to the Plan Administrator will probably work. However, I would call...
2008-06-14  keogh rollover The answer to your question is yes. However, there are a few things to be aware of if you want to satisfy all the requirements of the law. 1. You should terminate the plan by putting a statement that...
2008-06-11  refused pension As I indicated in my earlier response, you should go to the local office of the United States Department of Labor - Employee Benefits Security Administration. They should be able to help you. If for...
2008-06-07  missing pension funds I would try to contact the plan administratotr for that plan. If you can't do that, the only alternative is to wait until you apply for Social Security. The Social Security Administration will tell you...
2008-06-02  Deferred Vested Pension Unfortunately, there is no simple answer to your question. It all depends on the provisions of the plan. There are two ways you can check: 1. At one time you should have been provided with a Summary...
More Answers for "Accounting, Payroll & Pension Issues"


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