News

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!

Administrative Associateal@geneseevalleytrust.com585.586.6900Please 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. Amanda has extensive client service experience, including experience in project management

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

Geoffrey E. BlythSenior Vice President, Chief Investment Officergb@geneseevalleytrust.com585.586.6900November 2015 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,

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Trust Advisor: The Best Tips for Selecting a 401(k) Provider

Trust Advisor The Best Tips for Selecting a 401(k) ProviderArticle recommended by Lauren Kolb, Vice President & Business Development Officer.

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GVT: The Case for a Non-Participant-Directed 401(k) Plan - R. Scott Mahood

R. Scott Mahood, J.D., CEBSVice President, Retirement Services Relationship Managersmahood@geneseevalleytrust.com585.586.6900 September 2015 The overwhelming majority of 401(k) plans provide that plan participants are responsible for the investment of at least a portion (if not all) of their respective account balances.

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GVT: Roth IRA’s and Young Adults - Joy Ryen Plotnik, Esq.

Joy Ryen Plotnik, Esq.Chief Executive Officer, Presidentjp@geneseevalleytrust.com(585) 586 6900August 2015 Roth IRA’s can provide a great benefit to many American taxpayers. This month I am going to focus on the young adults in your life and a practical savings opportunity

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