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PROVIDENT TRUST GROUP E-NEWS
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A MESSAGE FROM OUR COMMUNICATIONS MANAGER
As we reach the end of 2015, we wanted to reflect back on what a wonderful year it has been at Provident Trust Group. For example, we made the Inc. 500| 5000's List of Fastest-Growing Private Companies for the fifth year in a row, we were awarded 2015 Best IRA Custodian by The Trust Advisor, and recently we were recognized as one of the Best Places to Work in Southern Nevada for the second time. 2015 has humbled us as a company and we wouldn't have reached such great heights without your help!

We have learned each new year brings another opportunity for change. We will strive for ways to improve our services and we are always working towards excellence. We want your customer journey to be positive and valuable and we want to hear from you. Please let us know what's on your mind. Click here to send us a note. We value your opinion, and we will use all feedback as a roadmap towards customer satisfaction. 

Provident values the significance of informing our clients of any upcoming dates and reminders. Please be sure to check out our Provident Reminders section to see important dates coming up such as the Required Minimum Distribution (RMD) deadlines.

Provident wishes you a happy holiday and wonderful new year!

-Brittany Moore, Senior Communications Manager, Provident Trust Group
PROVIDENT REMINDERS



Employee Word to the Wise

"Please remember that a minimum cash balance of $500.00 must be maintained in your custodial account at all times."

Chis Molnar, Compliance Officer, Provident Trust Group





Check your Mailbox

The following notices will be mailed to all account owners in January:
  • 2015 1099-R, 1099-INT, 1099-Q, and 1099-SA Forms
  • Summary of Contributions
  • RMD reminder letter
  • Annual Account Statement



Don't Miss Deadlines!

Download PTG's Tax Calendar so you're aware of important dates and deadlines in 2016!





Provident Deadlines

In order to ensure processing for the current calendar year:

December 1st is Provident's deadline to receive cash RMD requests.

 

December 31st  is the IRS deadline to establish a new Solo 401(k) plan for self-employed individuals and also the IRS deadline to process second and subsequent cash or "in-kind" RMDs.




Office Closure

We are closed on the following days :

Christmas
Thursday & Friday, December 24 & 25
New Year's Day 
Friday, January 1
Staff Development Day
Monday, January 18



AROUND THE INDUSTRY

Best Ways to Roll Over Your 401(k)

There are different ways to roll over your 401(k). Discover which option may be best for you!

5 Secrets You Didn't Know About Roth IRAs

There may be things you don't know about your Roth IRA. Learn 5 secrets that may affect your retirement.

  Click here to read more

$50 RAFFLE GIVEAWAY
Tell us how we're doing! Complete our survey to enter a raffle that could help you win a $50 gift card!

INSIDE SCOOP

Understanding Required Minimum Distributions
You've heard the term "RMD" before. However, you may not know exactly why it is so important and how it affects your retirement account. We'd like to shine some light on this by breaking it down in our article "How Do I Understand RMDs?" 

  Click here to read more 

TIPS & TRICKS

Investing Strategies: Designing the Perfect Portfolio
Read Nevada Business Magazine's article, "Investment Strategies: Designing the Perfect Portfolio" featuring our CEO, Theresa Fette.

  Click here to read more


New Video! Top Five Reasons to Self-Direct Your Retirement
Discover five reasons to why you should self-direct your IRA for your retirement. 

  Watch it here and share

FOLLOW PROVIDENT ON INSTAGRAM
Follow us @ProvidentTrustGroup to learn more about self-directed retirement accounts, news around the office, and much more!

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Phone: (888) 855-9856 | Email | Website
The information provided herein is for educational and informational purposes only, and should not be construed as any investment, financial, legal, or tax advice. Additionally, the information contained herein does not constitute an offer by Provident Trust Group to invest or to provide management/advisory services or a recommendation to enter into any securities transactions or investment strategies, and is subject to correction, completion and amendment without notice.

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