News Archive

Tech Talk addresses submitting comments to the IRS regarding whether a 403(b) meets the requirements of Internal Revenue Code Section 403(b). READ MORE

Even though the ink is barely dry on the SECURE 2.0 Act, there’s no rest for the weary, as some in Washington are pushing a federal government-run retirement system that would unfairly compete with the private sector, warned Brian Graff on April 2. Graff, who serves as CEO of the American... READ MORE

While Millennials remain the largest cohort in the workforce and bring their own unique perspectives and expectations, the so-called Zoomer Generation born between 1997 to 2012 is beginning to enter the workforce and is already starting to have an impact on the retirement industry.   This is... READ MORE

Following a United States Supreme Court directive, a federal court has reconsidered its earlier conclusions in an excessive fee case. Now, it’s been awhile, but you may recall that the case[1] (April Hughes et al. v. Northwestern University) had been dismissed by this same Seventh Circuit back in... READ MORE

There are only 10 (or so) different provisions under SECURE 2.0 which seem to have any sort of direct relation to the provision of lifetime income through defined contribution plans (LI), and none of them seem to have the bold, systemic effects that we saw under the some of the terms under SECURE 1... READ MORE

The Department of Labor (DOL) in its budget proposal for fiscal year 2024 seeks funding to fuel new initiatives to make sure lost benefits go to those to whom they belong.  The DOL seeks $5 million in FY 2024 to establish a program for ensuring that missing participants receive the benefits to... READ MORE

Apparently it’s never too early to start thinking about the cost-of-living adjustments for Social Security. While at this point such things seem to be highly speculative (to say the least), February inflation — as measured by the Consumer Price Index for Urban Wage Earners and Clerical Workers (... READ MORE

American households that adopt some or all of five key financial wellness behaviors are more likely to be saving more and better positioned for building wealth, says a report. In MarketBeat, Ted Godbout writes that the findings suggest that “retirement saving” is one of the most difficult behaviors... READ MORE

With winter winding down and people itching to get out of their houses, how about helping your clients scratch that itch and have an outdoor client appreciation event?   One activity that has had great success is providing golf lessons for your clients who either golf, or would like to learn how... READ MORE