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Working for the American worker’s retirement is extremely rewarding and non-stop. February has brought a lot of opportunities to educate in many different directions. From working on Capitol Hill in D.C. to testifying in Washington state, to meeting with individual state legislators in numerous...
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Greater longevity than in the past is a good thing, as is concurrent big picture improvement in finances, writes John Iekel in MarketBeat. He continues that nonetheless, periodic economic challenges do take place, which can spell trouble—especially for retirees who did not save enough.
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Tech Talk discusses the administrative fees 403(b) plan service providers charge.
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The New Mexico Senate is considering a request for a study regarding equalization of teachers’ pensions with those of public employees.
Sen. Mimi Stewart (D-Bernalillo), President Pro Tempore of the New Mexico Senate, on Jan. 18 introduced SM 4, a bill requesting that the Legislative Finance...
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Georgia may join sister states in establishing a state-run retirement plan to provide coverage for private-sector employees whose employers do not, if a measure now before the Senate is enacted.
Sen. Chuck Hufstetler (R-52) introduced SB 477 on Feb. 9, 2024. It calls for the creation of the Peach...
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Coming slightly more than a month after its first hearing on the Department of Labor’s proposed investment advice fiduciary rule, a second subcommittee of the House of Representatives debated the merits of the proposal, with the battle lines drawn between the two parties.
The Feb. 15 hearing by...
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While the Department of Labor’s Employee Benefits Security Administration (EBSA) recovered $1.435 billion in direct payment to plans, participants and beneficiaries in fiscal year 2023, that number has been trending downward for the past few years.
According to a fact sheet released by EBSA,...
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An expert panel recently suggested that the meaning of financial wellness is “amorphous” and “evolving,” writes John Iekel in MarketBeat.
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Tech Talk provides a comparison of 401(k) plans and 457(b) plans offered by government entities.
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Being a 403(b) advisor is both rewarding and challenging.
Helping a teacher prepare for retirement is gratifying, but many other aspects of the work are a struggle. Battling client apathy toward retirement planning, deciphering the complexities of retirement plans, and dispelling client...
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Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...