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Retirement Clearinghouse moves retirement savings forward with auto portability, a fiduciary-friendly automatic rollover program
Braver Stern is one of the leading providers in Financial Services. It is based in Fountain Hills, AZ. To find more information about Braver Stern, please visit www.braverstern.com
Founded in 2005, Monarch Private Capital (formerly State Tax Credit Exchange) is a financial services company providing federal and state tax credit solutions to Fortune 500 companies, businesses and high-net worth individuals aimed at lowering their federal and/or state tax liabilities while supporting socially beneficial activities. Created by state and federal governments, tax credits incentivize specific business activities which government deems worthy of stimulating. MPC`s singular focus is on the structuring and placement of transferable tax credits. Since its inception, Monarch Private Capital has placed billions of transferable credits in the marketplace without the recapture of a single credit. We are a strong and stable clearing house for transferrable tax credits and tax equity credit funds which deliver customized, low-risk, tax-saving solutions to clients.
CapAcuity stands apart from other companies in the executive benefits marketplace. With our team of experts, we bring a new perspective to the Executive Benefit Supply Chain. We ensure plan sponsors are taking full advantage of the latest tax, regulatory, investment, and pricing developments. We design and implement enhancements in investments, optimize funding, and negotiate vendor and product pricing. And we provide proactive management and oversight of these benefit plans going forward. The results can substantially improve financial results for plan sponsors, and enhance retirement outcomes for plan participants.
DuTrac Community Credit Union, headquartered in Dubuque, Iowa is a $592 million, full-service cooperative financial institution owned by and serving more than 41 thousand members out of ten branches in the tri-state region. DuTrac Community Credit Union was chartered in 1946 to provide financial services to the employees of John Deere Dubuque Tractor Works. Since 1986, DuTrac has enjoyed serving individuals and families in the tri-state area.