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CURRENT ISSUES - DID YOU KNOW?


  • ISSUE 14, 2010 
  • Growing Your Retirement Business in the Small Employer Plan Market

    The small business sector is expected to become one of the fastest growing segments of the retirement marketplace. According to a recent Bureau of Labor Statistics report, businesses with fewer than 100 employees accounted for 68% of new jobs.


  • ISSUE 12, 2010 
  • NetX360™ is now the custodial platform to beat
    A recent post on MorningstarAdvisor.com serves as continuing evidence of the success of NetX360™, and its industry-changing functionality.

  • ISSUE 11, 2010 
  • An Easier Way to Manage Your Clients' Documents
    In conjunction with the release of NetX360™, our complete technology solution to efficiently manage all of your business, Pershing announces the availability of a new, streamlined version of e-Document Suite™. The new e-Document Suite allows you to access electronic copies of your clients' monthly brokerage account statements, Quarterly Performance Reports, Year-End Account Reports and a growing list of investor communications.


PAST ISSUES - DID YOU KNOW?


  • ISSUE 13, 2010 
  • Important Reminder—April 30 Deadline for EGTRRA Restatement
    The Internal Revenue Service (IRS) is requiring qualified retirement plan (QRP) sponsors to restate their prototype QRP documents to reflect updates required by the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA).
  • Now it is Easier than Ever for Your Clients to Go Paperless
    With www.myedocumentsuite.com, you have a convenient way to offer electronic delivery (e-delivery) of brokerage account statements and trade confirmations to your clients. Clients can quickly and easily register and enroll for paperless documents.

  • ISSUE 12, 2010 
  • Calculating the Benefits of Conducting Mutual Fund Business on the Pershing Platform
    When it comes to breakpoints, each mutual fund company establishes its own formula for determining what investors are entitled to receive. It's not an easy road to navigate. In a recent conversation with Brendan Sullivan, a director at Pershing and manager of its Mutual Fund Operations Department, he spoke about Pershing's industry-leading mutual fund breakpoint calculator, available through NetX360™ and how it can help investment professionals streamline their recordkeeping, help them build their businesses and provide better service to clients.
  • Leverage Pershing's New Roth Conversion Calculator to Enhance Client Relationships
    This year marked the first time many of your high-income clients can diversify their retirement savings by converting to a Roth IRA. Now that Roth IRAs are available to most everyone, the question is where should you begin?

  • ISSUE 11, 2010 
  • New Roth Conversion Calculator and Retirement Planning Tools for the New Year
    Momentum is building rapidly around the Roth Conversion opportunity beginning on January 1, 2010, when millions of householders become eligible to convert to a Roth Individual Retirement Account (IRA). Questions from clients are expected to escalate as tax season approaches: Do I convert to a Roth IRA or not? How much should I convert to a Roth? What are the tax considerations of conversion?

  • ISSUE 10 - OCTOBER/NOVEMBER 2009 
  • Preparing for 2010 Roth IRA Conversions with Pershing
    Thanks to changes in the tax code beginning on January 1, 2010, you have a tremendous new opportunity to demonstrate your value to clients by helping them understand the pros and cons of a Roth IRA conversion.

  • ISSUE 9 - SEPTEMBER 2009 
  • Pershing's Award-Winning Brokerage Account Statement
    Our brokerage account statement is a powerful tool that will help your clients keep track of their financial portfolios. Highly regarded for its flexibility of customization, this statement received DALBAR's "Excellent" designation and is ranked number one among firms in the Brokerage Industry category. DALBAR is the leading market research firm that evaluates and promotes higher standards for investor statements and this is their 11th annual Trends and Best Practices in Investor Statements survey.


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