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Exhibit 3: SERP Swap Results for a Company
Assumes a 50-year-old exchanges a $500,000 deferral balance and $50,000 of annual deferrals for five years..

 

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Building process maps: Template and instructions

Documenting your financial close process and finding opportunities for automation are more important than ever. Our customizable slide deck has instructions, a risk assessment questionnaire, and bonus checklists that will help you map out your process.