Publications from ACI
For Advisors - The Problem With Spending Too Fast: Retirement Savings Withdrawal Rates (April '12)
Action Items – Run To, Not From, Your Fiduciary Duties (March ‘12)
Press and Media - Justin Bonestroo (June '11)
Training Seminars - Basic Training Seminars 2012 (December '11)
Compliance Timeline (February '11)
Legislative Updates – Retirement Plan Limits for 2012 Announced (October '11)
Legislative Updates – Funding Relief for Defined Benefit Plan Sponsors (July ‘10)
Legislative Updates – IRS Questionnaire (May ‘10)
Legislative Updates – Changes to EFAST2 (May ‘10)
Legislative Updates – EFAST2 Presentation (Power Point) (May ‘10)
Articles written by Pat Byrnes
The Problem with Living Too Long (April '11)
Employee Benefit News – “Hope is not a strategy – Thinking differently about 401(k) matching contributions” (October ‘09)
Torrance Area Chamber of Commerce Magazine – “The Entrepreneurial End Game” (October ‘09)
Presentations given by Pat Byrnes
Presenting “The Color of Retirement Plan Money” for the Cal CPA Education Foundation’s 2010 Retirement Plans Conference (June 2, 2010 in Los Angeles) & (June 3, 2010 in San Francisco)
Speaker at the Western Pension Benefits Conference presenting “Hey buddy can you lend me a dime?” on loans (July 20, 2010)
