Concept sheet with words being stuffed into an envelope. With Indirect Rollovers from Qualified Plans, Timing Is Everything

June 5, 2023

When you leave a job, you have several options for dealing with the funds in your 401(k) or other employer-sponsored qualified plan. Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: One option is an indirect rollover. With Read More...
Pension payout options concept shows a person dropping coins in a jar labeled pension.

May 8, 2023

If you’re eligible for a defined benefit pension payout, you may have several payment options from which to choose. Presented by Gerard Longo, Read More...
Introduction to 403(b) Plans photo concept with woman in pink blouse holding a sprouting plant in front of a dark background.

April 5, 2023

Presented by Gerard Longo, AIFA®, CPFA®: A 403(b) plan is a special type of employer‑sponsored retirement plan that is offered to certain Read More...
Roth 401(k) and 403(b) Plans concept with businessman holding tablet with financial graphs rising above it.

April 5, 2023

Presented by Gerard Longo, AIFA®, CPFA®: Since their creation several years ago, Roth 401(k) and 403(b) plans have become increasingly popular Read More...
What Plan Sponsors Need to Know About SECURE 2.0 and Its Effect on Retirement Plans Concept Image With Young Woman Working on Computer at her Desk.

March 20, 2023

Many provisions encourage small businesses to offer a workplace retirement plan. Here's what plan sponsors need to know about SECURE 2.0 and its Read More...
SECURE 2.0: Workplace Retirement Plan Startup Tax Credits Concept with Three Business People Sitting Around a Work Table

February 20, 2023

SECURE 2.0 can help alleviate the cost to small business owners setting up a workplace retirement plan. Learn about the potential tax credits and who Read More...