Corporate Retirement Planning

Retirement Plan Services: Forfeiture Account

Jacqueline Reeves, MFS, AIFA®, PPC®

Bryn Mawr Trust Advisors

December 5, 2024

< 1 min read

Photo of woman standing in front of Bryn Mawr Trust background

Jackie Reeves, Director of Retirement Plan Services at Bryn Mawr Trust Advisors, explains the forfeiture account in retirement plans, outlining what it is, when it must be spent, and how it can be used, emphasizing the importance of plan document alignment and strategic management.

Jacqueline Reeves, MFS, AIFA®, PPC®

Bryn Mawr Trust Advisors

Jacqueline Reeves provides a foundation of research and analysis for retirement planning. She operates a central repository for research, process, and monitoring by developing a risk-adjusted return analysis that is used throughout the client base. She joined the company in 2023.

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