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Re: portfolio



Peter,
Those selections are approved.  Please let Brad know he can go ahead with those options to set up administration.
Neal
Neal A. Puckett, Esq
LtCol, USMC (Ret)
Puckett & Faraj, PC
1800 Diagonal Rd, Suite 210
Alexandria, VA 22314
703.706.9566

The information contained in this electronic message is confidential, and is intended for the use of the individual or entity named above. If you are not the intended recipient of this message, you are hereby notified that any use, distribution, copying of disclosure of this communication is strictly prohibited. If you received this communication in error, please notify Puckett & Faraj, P.C. at 703-706-9566 or via a return the e-mail to sender.  You are required to purge this E-mail immediately without reading or making any copy or distribution.

On Nov 16, 2011, at 1:42 PM, peter.b.suyama@ampf.com wrote:

Yes it is for the (k) plan I think he provided a service agreement
I sent the fund lineup if we can confirm I can get Brad to get finals docs for you to sign


Peter


  From: Puckett Neal [neal@puckettfaraj.com]
  Sent: 11/16/2011 01:38 PM EST
  To: Peter B Suyama
  Subject: Re: portfolio


Peter,
What paperwork?  Do I owe Brad something?  Is this about setting up the 401K?
Neal A. Puckett, Esq
LtCol, USMC (Ret)
Puckett & Faraj, PC
1800 Diagonal Rd, Suite 210
Alexandria, VA 22314
703.706.9566

The information contained in this electronic message is confidential, and is intended for the use of the individual or entity named above. If you are not the intended recipient of this message, you are hereby notified that any use, distribution, copying of disclosure of this communication is strictly prohibited. If you received this communication in error, please notify Puckett & Faraj, P.C. at 703-706-9566 or via a return the e-mail to sender.  You are required to purge this E-mail immediately without reading or making any copy or distribution.

On Nov 16, 2011, at 11:17 AM, peter.b.suyama@ampf.com wrote:


Hi Neal, two items:

1. Need confirmation of paperwork for Brad at Paychex. Brad will need to contact you to arrange a time to stop by and get your signiture

2. We need to confirm the core fund offerings that are attached to this email.


Thanks Neal please contact me  with any questions,


Peter



Peter Suyama CRPC®, CRPS®
Financial Advisor | Business Financial Advisor
Ameriprise Financial Services, Inc.
10530 Warwick Avenue, Suite C2, Fairfax, VA 22030
Office: 703.865.4552 | Fax: 703.385.9006 | Mobile: 703.919.8184 | Peter.b.suyama@ampf.com
Learn more @ ameripriseadvisors.com/peter.b.suyama
CA Insurance License 0F93436
 
We shape financial solutions for a lifetime®
 
An Ameriprise Financial Franchise.  Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products.  RiverSource® and Columbia ManagementSM products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC.
 


Peter B Suyama/Field/AMPF

11/09/2011 10:02 AM

To
Neal@puckettfaraj.com
cc
Marcy@puckettfaraj.com
Subject
Fw: portfolio






Hi Neal here is a 1st cut at a two tier 401(k) fund line up:


Tier 1 = 7 Target Date funds ( these funds are actively managed to the corresponding retirement date of the participant)


Tier 2 = 12 core funds that cover the various asset classes ie Money Market, fixed income, large,mid and small equity. In addition international and three sector specific funds ( technology, real estate and health sciences) The funds are all top performers in their respective asset class


This provides a manageable, diverse fund lineup that can be adjusted over time.



Marcy would you please review the prior employee census and update for any changes; this is for the Group Disability, Thanks !



Peter






Peter Suyama CRPC®, CRPS®

Financial Advisor | Business Financial Advisor

Ameriprise Financial Services, Inc.
10530 Warwick Avenue, Suite C2, Fairfax, VA 22030

Office: 703.865.4552 | Fax: 703.385.9006 | Mobile: 703.919.8184 | Peter.b.suyama@ampf.com

Learn more @ ameripriseadvisors.com/peter.b.suyama

CA Insurance License 0F93436

 
We shape financial solutions for a lifetime®

 
An Ameriprise Financial Franchise.  Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products.  RiverSource® and Columbia ManagementSM products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC.

 
----- Forwarded by Peter B Suyama/Field/AMPF on 11/09/2011 09:51 AM -----
Peter B Suyama/Field/AMPF

11/09/2011 08:58 AM


To
Peter.B.Suyama@ampf.com
cc
Subject
portfolio








To review





Peter Suyama CRPC®, CRPS®

Financial Advisor | Business Financial Advisor

Ameriprise Financial Services, Inc.
10530 Warwick Avenue, Suite C2, Fairfax, VA 22030

Office: 703.865.4552 | Fax: 703.385.9006 | Mobile: 703.919.8184 | Peter.b.suyama@ampf.com

Learn more @ ameripriseadvisors.com/peter.b.suyama

CA Insurance License 0F93436


We shape financial solutions for a lifetime®


An Ameriprise Financial Franchise.  Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products.  RiverSource® and Columbia ManagementSM products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC.

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