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Does your direct contribution qualified plan include shares in company stock? If so, you’ll want to talk with your participants about tax strategies as their eligibility for distribution approaches.
The differences between a traditional 401(k) and a Roth 401(k) are considered common knowledge among financial professionals and plan sponsors. But for the average employee who participates in a defined contribution plan, it’s not always cut and dried.
SECURE 2.0 made a lot of waves among plan sponsors and financial professionals when President Biden signed it into law in late 2022.1 Some administrators were scrambling to implement key changes that essentially went into effect immediately.
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As we embark on another new year, many have been curious about the cost of living adjustments (COLA) they’ll see for 2024. The Internal Revenue Service (IRS) has made the updates available, and these adjustments have the marks of the current inflation crisis all over it.
Helping employees prepare for retirement is challenging yet critically important. Two key strategies are:
Securing one’s continued insurance coverage through retirement is critical. With so much to take care of, it can be overwhelming for retirees to make sure everything is in order as they sunset out of working life. Medicare in particular can be confusing.
Those on the cusp of retirement may begin to have more questions about how to navigate the complexities of Medicare. Here’s an overview of Medicare’s parts and retirees’ healthcare options that can help inform financial and human resources professionals who often face questions from workers as retirement approaches.
In recent years, traditional pension plans have become less common and defined contribution plans have grown in popularity.
To help clients maximize their retirement benefits, cash balance plans provide an alternative to traditional pension plans. Cash balance plans combine the best benefits of traditional pension plans and defined contribution plans.
We can probably agree the phrase “Money can’t buy happiness.” isn’t entirely true, or at least, that it ignores the differences having enough money can make.