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 effect on retirement plans. Presented by Gerard Longo, AIFA®, CPFA®: SECURE 2.0 became law 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...
It’s Here: What You Need to Know About SECURE 2.0 concept depicts Hand of woman watering green dollar tree growing in white pot.

January 11, 2023

Presented by Tom Kennedy, CFP®: On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus Read More...
Estate Planning Update shows man pointing at financial planning graph.

August 24, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Read More...
Retirement plan sponsors with woman holding an open sign.

January 2, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A bill that comprehensively reshapes the realm of employer-sponsored retirement plans Read More...
SECURE Act depicts community of people on board as three people sit on a bench looking at them.

January 2, 2020

The SECURE Act contains 29 provisions covering aspects of financial planning and retirement saving. This article helps break down the changes. Read More...