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Tech Talk discusses the rules one should take into account when figuring one’s years of service for purposes of a 403(b).
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Providing retirement benefits is a dynamic function, and in an age of accelerating technological transformation that requires reinvention of products and services. In MarketBeat, John Iekel writes about an expert panel whose members shared some of their experiences in that vein.
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Tech Talk discusses repayments for qualified COVID-19 distributions that are eligible for tax-free rollover treatment to an eligible retirement plan.
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As a financial advisor to educators, are you ready for the Great Wealth Transfer?
As trillions of dollars transfer from baby boomers to the next generations over the coming decades, many advisors fear seeing their managed assets slip from their grasp as clients’ beneficiaries take their money...
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The SECURE 2.0 Act’s creation of an online searchable lost and found database at the Department of Labor (DOL) to help American workers find lost retirement savings benefits has moved one step closer to becoming a reality.
The Technology Modernization Fund (TMF)—which invests in technology...
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It’s been a couple of fast-moving days for the Department of Labor’s (DOL) proposal to amend the definition of investment advice fiduciary, as the House GOP has stepped up efforts to block the DOL from implementing its proposal, while the department has now denied a request to extend the comment...
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The Plan Sponsor Council of America’s (PSCA) 5th annual health savings account (HSA) Survey of more than 500 employers indicates that more employers are framing HSAs as part of a holistic retirement savings approach and not just a spending account for current health care expenses.
In fact, the...
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The Michigan Senate has given its imprimatur to a bill that would amend the law that governs the default option for newly hired public school employees.
In so doing, the chamber joins the House of Representatives, which passed it on Oct. 12. It was then referred to the Senate Committee on...
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The Department of Labor on Oct. 31, 2023 issued the latest iteration of a proposed rule defining who is an investment advice fiduciary for purposes of ERISA. In MarketBeat, John Iekel writes about further insights from DOL officials on the proposal.
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The recently announced increase in the Social Security cost-of-living adjustment (COLA) for 2024 is much more modest than the one announced just a year ago. But milder or not, it has meaning. So what does it mean?
The milder-than-last-year hike in the Social Security COLA is due to the relative...
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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...