The Trust Company of Tennessee has hired Teresa Jorge as a Risk Placement Services (RPS) compliance specialist.
Retirement Plan Academy: Top Internal Revenue Service Audit Issues
The Trust Company of Tennessee’s Retirement Plan Academy helps plan sponsors build knowledge through concise virtual workshops that offer advice and best practices at no cost.
Beware of ‘smishing’
Similar to a “phishing” scam — where computer users receive an authentic-looking email that appears to be from a trusted organization – “smishing” messages are sent to you via SMS (text message) on your mobile phone.
The Trust Company of Tennessee adds Davis as accountant
The Trust Company of Tennessee has hired Henry Davis as an accountant in the firm’s Knoxville office. Based in Knoxville, The Trust Company of Tennessee is a state-chartered bank with more than $3.5 billion under management. The company helps individuals, families, business owners and nonprofits make better decisions with money through wealth management, corporate retirement and personal trust services. “Henry’s …
Year-end financial steps to take now
Regardless of your phase in life, there are opportunities to maximize your tax efficiencies and improve your long-term financial outlook by taking action before year end.
Retirement Plan Academy: Trends in Retirement Plan Lawsuits
The Trust Company of Tennessee’s Retirement Plan Academy helps plan sponsors build knowledge through concise virtual workshops that offer advice and best practices at no cost.
The Trust Company of Tennessee adds Linck as senior vice president, relationship manager
The Trust Company of Tennessee has hired Sheryl Linck as a senior vice president and relationship manager in the firm’s Knoxville office. Based in Knoxville, The Trust Company of Tennessee is a state-chartered bank with more than $3.5 billion under management. The company helps individuals, families, business owners and charities make better decisions with money through wealth management, corporate retirement …
Born before Jan. 2, 1954? You could be leaving free money on the table
In most cases, it is to your advantage to delay drawing Social Security benefits until you reach age 70. Your benefit amount increases by 8% each year that you wait to draw your benefit until you are 70. Of course, there are exceptions to every rule, or in this case a loophole that only applies to a few eligible candidates. …
Retirement Plan Academy: Types of Fiduciary Providers
The Trust Company of Tennessee’s Retirement Plan Academy helps plan sponsors build knowledge through concise virtual workshops that offer advice and best practices at no cost.
The Trust Company of Tennessee News | Q3 2020
Adapting to change, the value of discipline and diversification, saving tools for education, community and industry support, our growing team and more.