HEALTHCARE & BEYOND

UPAL has a long history of providing quality service to health care professionals, but UPAL membership is not limited to the healthcare industry.

Retirement in Sight – January 2017

Presented by UPAL January 16, 2017 Can You Work Your Way into Retirement? As 2016 ended, the 17th Annual Transamerica Retirement Survey appeared and noted a preference for a phased retirement among a majority (53%) of workers polled by the insurance and investment company’s Center for Retirement Studies. In fact, 48%

Read More

You’re Invited: BOK Financial’s Economic and Market Outlook Call

Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic & Market Outlook Call. Wednesday, January 18, 2017 3:30 p.m – 4:30 p.m. Central Conference Call Number: 1.888.317.6003 Participant Elite Entry Number: 7613518 Conference Call Topics: We will provide a comprehensive market analysis, review the latest U.S.

Read More

2017 Retirement Plan Contribution Limits

Minor inflation means small, but notable, changes for the New Year. Provided by UPAL January 9, 2017 Each October, the Internal Revenue Service announces changes to annual contribution limits for IRAs and workplace retirement plans. Are any of these limits rising for 2017? Will IRA contribution limits go up? Unfortunately,

Read More
UPAL MEMBERSHIP EXCLUSIVES
  • BookKeeping Express
  • TRAK-1 Technology
  • FlexPlan Administrators, Inc.