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| Corporate Pension Advance Plan: |
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| Many Pension Adminstrators are concerned. Recent negative fluctuations of the Stock Market, have severly deflated expected earnings and reserves. Couple this with more Retirees requesting a Cash-Out and a troubling trend emerges. | |||||||||||||||||||||||||
| If this trend continues, Pension Plans may have a problem with dwindling Principal. In fact the problem already exists. As more Baby-Boomers are getting ready to Retire it's not a matter of IF but WHEN it will happen. | |||||||||||||||||||||||||
| In many cases the Retiree cannot be denied a Lump-Sum Settlement if it was offered. So, how does the Pension Administrator satisfy the Retirees AND maintain the integrity of the Pension Fund? | |||||||||||||||||||||||||
| WE HAVE A SOLUTION! | |||||||||||||||||||||||||
| We can offer the Pension Administrator an ALTERNATIVE which will: | |||||||||||||||||||||||||
| a. Provide the Retiree with a Lump Sum of Cash now, b. Maintain the integrity of the Pension Fund for the future. A WIN-WIN Situation! |
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| IF the Pension Payments are ASSIGNABLE, we can offer the Retirees a Cash Advance of, for example, 6 to 8 years worth of payments. A Lump Sum of cash NOW. The Cash Advance is repaid by re-directing the regular periodic payments to the Firm making the Advance for a pre-determined period. After the repay period, the regular periodic payments are directed back to the Retiree. |
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| The Retiree can benefit from a short-term Advance plus subsequent payments vs. removing the entire Lump Sum from the Pension plan. In fact, it is beneficial for BOTH the Pension Fund AND the Retiree. | |||||||||||||||||||||||||
| We can arrange this accomodation for a GROUP or for one person. | |||||||||||||||||||||||||
| M. J. Malatino and Associates 2506 Neil Ct. Ste. 420 Granbury, TX 76048-6529 (817) 578-3481 voice (775) 845-7083 fax Send Us E-Mail: |
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| For further details, Please call or e-mail us: | |||||||||||||||||||||||||
| September 11, 2001. NEVER FORGET! | |||||||||||||||||||||||||
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