News

GVT: Navigating the Maze of 401(k) Plan Administration - R. Scott Mahood

R. Scott Mahood, J.D., CEBS Vice President, Retirement Services Relationship Manager smahood@geneseevalleytrust.com (585) 586 6900 August 2016 The overwhelming majority of employers find it difficult to understand and address the administrative functions and requirements of their respective benefit plans and

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GVT: Your Best Interest - Geoffrey E. Blyth

On April 6th, the Department of Labor (DOL) released its long-anticipated fiduciary rules governing the oversight of retirement accounts by financial advisors. (The rules do not apply to non-qualified account investments.)

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Market Uncertainties Following Brexit

Great Britain voted yesterday to leave the European Union. This nationalist vote may foreshadow more political ramifications than economic, but economic markets over the short term will nonetheless be volatile and unsettled. There will be an interim flight to safety,

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GVT: Automatic Rollovers: Another Tool in your 401(k) Toolbox - R. Scott Mahood

R. Scott Mahood, J.D., CEBS Vice President, Retirement Services Relationship Manager smahood@geneseevalleytrust.com (585) 586 6900 March 2016 At some point, most 401(k) Plan Administrators confront the problem of how to deal with terminated participants who have “small” account balances. Of

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GVT: Family Dynamics and Estate Planning - Joy Ryen Plotnik, Esq.

Joy Ryen Plotnik, Esq. Chief Executive Officer, President jp@geneseevalleytrust.com585.586.6900 February 2016 Many of us are sadly anticipating the end of our favorite Sunday night pastime—watching Downton Abbey. If you are not a fan of Downton, you have missed the pleasure

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GVT: The Glass is Half Full - Geoffrey E. Blyth

Geoffrey E. Blyth Senior Vice President, Chief Investment Officer gb@geneseevalleytrust.com 585.586.6900February 2016 Fear sells, and many pundits have chosen to scare people as markets have corrected in the New Year. One GVT client, aware of the market “noise”, looked to

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Market Turmoil by Geoff Blyth

After years of being bullish, the markets in 2016 have started out like a bear – a big, nasty bear. And fear has taken hold among investors. We at GVT can’t promise when or where the bottom of the market

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Now Available: 2016 Tax Planning Guide

The 2016 Tax Planning Guide, for both individuals and organizations, explains how taxes fit into your financial picture and suggests strategies that can help lower your federal income tax liability. The Guide includes helpful explanations of important individual and business

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Welcome Amanda Luebstorff!

Please join us in welcoming Amanda to the Genesee Valley Trust Team.Amanda will be working with Joy, Lauren and Kurt to assist in the delivery of client services.

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GVT: The Rise of the Millennials - Geoffrey E. Blyth

For over two decades, Genesee Valley Trust has been the trusted investment advisor to many local families, businesses and not for profits. Our trust and investment structure has provided a solution that is unique, by design, enabling us to offer access to world-class money managers along with giving us the fiduciary power to help preserve wealth across multiple generations. In fact, we currently enjoy several active relationships with clients two generations removed from earlier clients.

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