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PenChecks Trust Company of America and ASPPA are pleased to offer the tenth annual QKA Scholarship Program for ASPPA’s credentials, including the QKA, QKC, QPA, and CPC. The 2023 PenChecks Trust ASPPA Scholarship will be awarded to 14 individuals who make the most compelling case for how the... READ MORE
Editor’s Note: This is Part II of a 3-part series. Part I looked at five different comparisons; this installment looks at comparisons 6-10. Part I is here.  Round 6—Elective Deferral Maximum 401(k) Plans. The maximum elective contribution for 2023 is $22,500 plus $7,500 as an age 50 catch-up... READ MORE
The NTSA 2024 Elite Advisor Awards nominations are open. Nominate NTSA Financial Advisors with these attributes: best of the best innovative, unique, profound, successful educated, experienced, community-minded professionals specific, outstanding, unique accomplishments and/or contributions... READ MORE
While the SECURE Act and SECURE 2.0 seek to make it easier for small business to offer a retirement plan, many employers that do not offer coverage still appear to be clinging to the same reasons for not doing so, writes Ted Godbout in MarketBeat. READ MORE
Tech Talk discusses what a 403(b) plan sponsor may do through the self-correction program (SCP) of the IRS Employee Plans Compliance Resolution System (EPCRS). READ MORE
The Senate Banking Committee passed the Recovering Executive Compensation Obtained from Unaccountable Practices (RECOUP) Act on June 21. Spearheaded by Senators Sherrod Brown (D-OH), and Tim Scott (R-SC), the bill would “hold senior executives of failed banks accountable by clawing back their... READ MORE
Nevada private-sector employees whose employers do not provide retirement plans have struck gold: the Silver State has joined those that are providing such programs. The comparable plan provided by neighboring Oregon, the first state to put one in place, now counts more than $200 million in its... READ MORE
Editor’s Note: This is part one of a 3-part series. Also see the four accompanying charts at the end for complementary information. Tax-exempt organizations have the choice of setting up either a 403(b) or a 401(k) plan. Adding to that list are the governmental public education employers (public... READ MORE
In its quest to set every community up for retirement enhancement, SECURE 2.0 enhanced the long-term part-time (LTPT) rules of SECURE 1.0 by making them applicable to 403(b) plans. Since employees are more likely to contribute to an employer-sponsored retirement arrangement than an Individual... READ MORE
Recently, the nation’s longest-running gauge of the nation’s retirement confidence painted a bleak, but understandable read on that measure, writes Nevin E. Adams, JD, in MarketBeat. He continues that in the midst of a volatile market and inflation, it would have been disconcerting if a decline in... READ MORE