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Keystone Pension Portfolio

A pension management system
for Pennsylvania Municipal
Designed Benefit Pensions

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CHARITABLE REMAINDER TRUSTS

Roth or Traditional

408(b)(2) Final Dates

403(b) Plans Get (Some) 408(b)(2) Relief

408(b)(2) Final Regulations

Plan Must Restore Misplaced Assets

2012 Plan Limits

Form 8955-SSA

PA Municipal State Aid

DOL to Repropose Fiduciary Rule

Questioning the Fiduciary Expansion

DOL & IRS Ramping Up Enforcement

Charity Begins at Home

After The Downgrade

PA Municipal Pension Crisis

Retirement Investors Market Update

CalPERS to Maintain Return Assumption

408(b)(2) Compliance Date Extended

Municipal Pension Roundtable

EBSA Questions 403(b) Audits

Fiduciary Status for ESOP Appraisers

CalPERS Explores Lowering Investment Return Assumption

2011 Plan Contribution Limits

FRS Welcomes Senator Daylin Leach to the Pension Roundtable

Municipal Pension Roundtable

401(k)- Retail v. Institutional Funds

Act 44 Disclosure Form

SEC Pay-to-Play Practices & Act 44

New Pension Disclosure Rules for PA - Act 44

Caterpillar Settles 401(k) Lawsuit

Paying Too Much in 401(k) Fees?

Annuities on the 401(k) Horizon?

Life Income Disclosure Act to Address Longevity Risk

DOL Completes Final Fee Disclosure Regulation

The Politics of Estate Planning

New 403(b) Regulations Push Most Plans Under ERISA

Shaking Out the Dust: Regular Analysis Necessary to Keep Retirement Plans Fresh

How Small Businesses Can Improve Their Retirement Plans

Balancing Risk Versus Reward in Retirement Years

With EGTRRA restatement, a perfect time for plan changes

Financial problems may harm employee productivity

Nonprofit Groups Face New Rules on Providing Retirement Benefits

Retirement plan communication is as important as the plan itself

Health insurance claims assistance critical for SMBs

Roth 401(k): Does it belong in your plan lineup?

FRS Capital Management Logo

10116 Valley Forge Circle
King of Prussia, PA 19406

Phone: 610-354-0288
Fax: 610-354-9413
email us

Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.