Uniglobal Pension Planning, Inc. is often asked to present at local and regional seminars. Below you will find copies of our most recent presentations that you may download for reference. Powerpoint and PDF versions are available for download. Visit the appropriate software vendor's website for free downloads of Powerpoint Viewer or Acrobat Reader.
Note: The files contained in these links are for informational and reference purposes only and no part should be construed as legal, investment, or tax advice.
| Presentation Date/Topic | Select Format to Download |
| Dec 2006 - New 401(k) Rules (Final 401(k) Regulations & Pension Protection Act 2006) | Powerpoint (146 KB) PDF (213 KB) |
| Dec 2006 - Year-End Package Overview | Powerpoint (1,057 KB) PDF (206 KB) |
| Apr 2007 - Safe Harbor 401(k) & New Comparability | Powerpoint (239 KB) |