Cortney Thede

Director, Consulting -The Principal®. Covering retirement plan design, retirement readiness, plan mergers/acquisitions, including plan sponsor and advisor roles

[Cortney Thede @CortneyThede]

Whether with home life, work or setting retirement plan goals, prioritization is key to success! https://t.co/Ymqz01R1WT

[Cortney Thede @CortneyThede]

With so many variables going into a retirement plan, it’s critical for a plan sponsor to prioritize. https://t.co/JSH1PFl8vw

[Cortney Thede @CortneyThede]

Automated plan features, safe harbor plan design and priorities! https://t.co/AWwVQHd8FT

[Cortney Thede @CortneyThede]

Be fair when inviting people to a 90th birthday party and retirement plans. https://t.co/1amvwPE7FN

[Principal® @principal]

We changed our logo. It’s a "P." Here's the story: https://t.co/y585ifmC1l

[Cortney Thede @CortneyThede]

Don’t let your company’s crazy aunt disrupt your organization’s retirement plan goals https://t.co/fOF1wHaZU2

[Cortney Thede @CortneyThede]

Types of control groups as defined by the IRS and how it may affect your organization’s retirement plan https://t.co/ocURNOBCXU

[Cortney Thede @CortneyThede]

Understanding the effects of compensation and contributions. https://t.co/kxSAgmFlbY

[Cortney Thede @CortneyThede]

Are safe harbor plan design features worth the risk and added expense? https://t.co/BcL8nbSpzE

[BBBS of Central Iowa @BBBSCI]

Make a big impact in your spare time- sign up your team for Bowl For Kids' Sake on March 3rd! https://t.co/8KALZUwvf4 #bowl4kidsdsm

[Cortney Thede @CortneyThede]

Does your compensation definition align with the objective of your retirement plan? #showmethemoney https://t.co/Bntoi3GsM0

[Cortney Thede @CortneyThede]

Compliance and governance tips for shaping up your retirement in 2016. https://t.co/3YgtwJ0agu

[Cortney Thede @CortneyThede]

Find out why you should consider getting your retirement in better shape in 2016. https://t.co/Q2ADUaP3j7

[Cortney Thede @CortneyThede]

Nearly all business owners want to grow with revenue, profit and employees. An #ESOP may help achieve those goals https://t.co/K7jibI4LeK

[Cortney Thede @CortneyThede]

Business owners can “double dip” when transitioning ownership to their employees through an #ESOP https://t.co/ZaEfsGr39q

[Cortney Thede @CortneyThede]

#ESOPs can be beneficial to both the business owner and employees with the good governance and trusted advisors https://t.co/N5mY5MX8bL

[Cortney Thede @CortneyThede]

Lack of planning for mergers & acquisitions could create a bumpy road. Here are some great reasons to plan ahead. https://t.co/7qD16ZOVWB

[Cortney Thede @CortneyThede]

Have you planned your route for a corporate transaction? Map it out for a strong finish. https://t.co/s9g9hXU32V

[Cortney Thede @CortneyThede]

Mergers & Acquisitions were our hot topic of 2015. Find out what’s in store for next year! https://t.co/vnx41yTeHI

[Cortney Thede @CortneyThede]

Top 10 Takeaways when preparing for a Merger & Acquisition. https://t.co/uXaclesIoJ