
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
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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
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January 11, 2023
Presented by Tom Kennedy, CFP®: On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus
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August 24, 2020
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In December 2019, Congress passed the Setting Every Community Up for Retirement
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January 2, 2020
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A bill that comprehensively reshapes the realm of employer-sponsored retirement plans
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January 2, 2020
The SECURE Act contains 29 provisions covering aspects of financial planning and retirement saving. This article helps break down the changes.
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