Pension Dynamics Company LLC

PDC is hiring! We are looking for a Loan/Distribution Administrator that is highly motivated, organized, computer literate and independent individual. Your primary duties will include processing loans and distributions from 401(k) and 403(b) plans, assisting participants with account queries via telephone, online and written requests, and supporting plan administrators with a large variety of tasks required to maintain IRS compliance of plans.The ideal candidate will have th...e following qualifications: A strong aptitude for numbers, be extremely detail-oriented, have excellent verbal and written English skills (bilingual in Spanish is a plus), be very people-oriented, enjoy working with a variety of clients and have demonstrated proficiency in Microsoft Windows, Excel, Word and Outlook. This position requires employees to work in the office and duties include: Calculate / Process loans and distributions Preparation of Tax Filings: DE6, DE7, DE9, 945, 1099R Client / Participant phone calls Log/File loans and distributions Send loan and distribution paperwork Prepare memos, letters, etc QDROs, Hardship requests, projects We offer a fast-paced work environment that is collaborative and stimulating, as well as an excellent benefits package including medical, dental, vision and long-term disability insurance, paid time off policies, health club facilities, and a great 401(k) plan with company matching and profit sharing contributions. Please submit your resume to Diedre at [email protected]. Looking forward to hearing from you!

Have Long Term Care Policies Failed the Test of Time? Long term care insurance, according to the March 21st New York Times, is back in the news as policyholders are hit with ever-increasing premiums --- up 50 to 100 percent. I’ve written about this failed business model twice before... Read more: https://pensiondynamics.com//have-long-term-care-policies-

Saving and rolling with a Tesla sedan Once we disabuse ourselves of the notion that solar roof panels have to "pay us back," they offer one of the best cash-flow investments we can possibly make if we consider the value of the annual after-tax savings in electrical energy costs. The number of solar households increased by 50 percent in 2012... Read more: https://www.pensiondynamics.com//saving-and-rolling-tesla-

Time to take a bull-market reality check It's probably time for a reality check as we approach what now looks like the 47th month of the bull market. The S&P 500 index was at a low of 676 on March 9, 2009 and closed at 1,470 last Monday. For anyone counting, that's a 117 percent increase. If you're a buy-and-hold investor who didn't freak out... Read more: https://www.pensiondynamics.com//time-take-bull-market-rea

I'm more than happy to pay my share In 1978, my Dad came from the mailbox waving his first Social Security check and yelling, "I'm rich! I'm rich!" No surprise. Every dollar he had earned since the 1930s had some money deducted for his retirement benefit that commenced 40 years later. Read more: https://pensiondynamics.com//01/02/im-more-happy-pay-my-sh

Successful investing is personal, not global A friend mentioned that their CPA had warned them to jettison all of their growth funds and growth stocks because the fiscal cliff's imposition of higher capital gains rates would drive this investment category down in value.... Read more: http://goo.gl/vaSgB