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...
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...
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...
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...
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...
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...