Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
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Appleby Retirement Consulting Inc. provides technical consultation on the rules and regulations that govern Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Defined Contribution plans including 401(k)s, and 403(b)s.Areas on which consultation is provided include explanations of the rules and regulations that govern the aforementioned accounts, and compliance requirements. This includes rules that apply to:
Distributions (including In-service withdrawals, NUA, beneficiary distribution options and required minimum distributions)
Rollover and transfers,
Transfers due to divorce and QDROs
Roth conversions, rollovers & recharacterizations (not including Roth Conversion analyses, but we can recommend someone),
Tax reporting and tax withholding requirements
We can also help you to determine retirement (employer) plan suitability for small business owners, and reviewing plan documents to determine features and provisions.
Please note:Our expertise does not include the funding and design of defined benefit plans and consulting on the rules that govern insurance products held in qualified plans.