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INC 500
PROVIDENT TRUST GROUP E-NEWS 
EDUCATION THAT WILL TAKE YOU ANYWHERE
AUGUST 2015 E-NEWS 
A Message From Our CEO

There is a lot to look forward to this autumn, like our new Digital Application Portal (DAP), which is a fast and seamless way for advisors to open an account application on behalf of their clients within 24 hours.  This paperless option will reduce processing times and errors with the ability to electronically sign the application via email. Also, have you noticed our website is taking on a new look? Our marketing team is working hard to create a friendlier, more interactive website for your convenience. Lastly, I'm excited to announce that Provident was Named Top IRA Custodian in America for 2015. Full rankings and analysis can be found here in the Trust Advisor's report on America's Best IRA Custodians, which shows that Provident is the undisputed leader, capturing 22% of the overall vote. 

GIVE AWAY -

Win a $50 gift card if you find YOUR account number in this newsletter.  To claim your gift card, please email us at [email protected]

AROUND THE INDUSTRY
Breaking Down Retirement Plan Options for Small Businesses
Though small businesses employ millions of Americans, large companies still dominate their smaller counterparts when it comes to offering retirement benefits.  The options available to small businesses often contain hidden fees, offer unsuitable investment options and are onerous to navigate, which is why it's unsurprising that small businesses are statistically the least likely to offer a plan. According to the  U.S. Small Business Administration , 72 percent of workers at small companies with less than 100 employees have no workplace retirement savings plan.


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Tony Robbins: How Tax-Savvy is Your Retirement Plan?
What's your retirement plan? Do you have a pension? A 401(k)? Do you think this will be enough for you to live comfortably on?  While millions of Americans have a retirement account in place, the scary truth is, they have not considered the impact that taxes have on how much of their money they will actually keep. 


TIPS & TRICKS
4 Ways Entrepreneurs Can Save for Retirement

Retirees will need an estimated 70 - 90% of their pre-retirement income to maintain their standard of living after they stop working, according to the  U.S. Department of Labor.


Four Steps Gen X Can Take to Start Preparing...

When most people talk about retirement, Baby Boomers are the primary demographic that comes to mind. After all, nearly a quarter of Americans were born between 1946 and 1964 - 


This issue's winning account number is: 141100165.
To claim your gift card, please email us at [email protected].
INSIDER SPOTLIGHT
Fading Traditions: Why Alternative Investments are Gaining Ground over Stocks, Bonds and Other "Traditional" Avenues


- By Thomas J. Powell
EMPLOYEE WORD TO THE WISE
"Please remember to keep your beneficiary designations up to date by using this form t o ensure there is a clear instruction as to what your wishes are with respect to your account at Provident."
- Bri Corrigan, Compliance Counsel
PROVIDENT
NEWS
CEO Theresa Fette talks about growth and strategy on an episode of Smashing the Plateau. 



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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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