CHICAGO (Business Wire EON/PRWEB ) May 12, 2008 -- The Pension Protection Act of 2006 brought with it significant changes to the way organizations are to run their 401k and retirement plans. To help employers ensure that their retirement plans reflect the sweeping new mandates, Rothschild Investment Corporation (www.rothschildinv.com) is pleased to announce a new program to offer complimentary 401k and retirement plan evaluations.

Retirement plans are complicated, and for all of its benefits, the Pension Protection Act is nonetheless a source of additional confusion

Rothschild’s free program offers companies a comprehensive review of the new pension rules, a complete analysis of their current 401k plans in light of those changes, and an action plan for how to leverage the new rules to create the best possible retirement plan.

Rothschild’s 401k and Retirement Plan Analysis program is being led by

• Dale Bonga, Executive Vice President, www.rothschildinv.com/bios/bonga_dale.php
• John Baker Welch, Vice President, www.rothschildinv.com/bios/welch_john.php
• Bart Bonga, AIF, Vice President, www.rothschildinv.com/bios/bonga_bart.php
• Luke Novak, AIF, Vice President, www.rothschildinv.com/bios/novak_luke.php

“Retirement plans are complicated, and for all of its benefits, the Pension Protection Act is nonetheless a source of additional confusion,” said Bart Bonga. “Rothschild’s independence, experience and credentials as a registered investment advisor put us in a strong position to provide the unbiased, expert guidance organizations need.”

Rothschild, celebrating its 100^th year as an independent investment management firm, believes that its plan practice will be a critical component of its business as the group enters its second century.

John Welch, a 30-year veteran in the financial services industry, said, “The Pension Protection Act has led to a rise in interest regarding best practices in setting up employer-sponsored plans. With so many business owners among our clientele, Rothschild’s 401k and Retirement Plan practice is seeing rapid growth.”

For companies wishing to have a review of their corporate retirement plans, please contact either Eric Kolkey at (312) 983-8915, ekolkey@rothschildinv.com, or James Jaramillo at (312) 983-8992, jjaramillo@rothschildinv.com.

About Rothschild Investment Corporation

Since 1908, Rothschild Investment Corporation has provided investment services to generations of Chicago’s entrepreneurs, professionals, families, retirement plans, endowments and foundations. Independent for each of its 100 years, Rothschild tailors investment solutions to the unique needs of each client, avoiding conflicts of interest associated with proprietary products, securities inventorying, market-making and investment banking relationships. Rothschild has approximately $2 billion under management and supervision.

Post Comment:
Trackback URL: http://www.prweb.com/pingpr.php/RW1wdC1UaGlyLUZhbHUtU3F1YS1DcmFzLVplcm8=

retirement rothschild investment corporation vice_president pension analysis protection bonga employers

Bookmark -  Del.icio.us | Digg | Furl It | Spurl | RawSugar | Simpy | Shadows | Blink It | My Web