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    Senate’s RISE & SHINE Act vs. SECURE 2.0: A quick comparison

    On June 14, the Senate Health, Education, Labor and Pensions (HELP) Committee approved legislation called the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg, or RISE & SHINE.

    RISE & SHINE is the Senate’s answer to the Securing a Strong Retirement Act of 2022 (SECURE Act 2.0), passed by the House of Representatives in March of 2022. 

    August 10, 2022 | 3 min read


    What’s going on with SECURE 2.0?

    At the end of March 2022, the United States House of Representatives passed their version of the SECURE Act 2.0, or the Securing a Strong Retirement Act of 2022. It’s also known simply as SECURE 2.0 — the follow-up to the Setting Every Community Up for Retirement Enhancement Act from 2019, which aimed to update certain retirement account laws in workers’ favor.

    Now, as we continue through uncertain economic times, SECURE 2.0 is poised to create more changes to laws and regulations for certain accounts and policies.

    July 28, 2022 | 3 min read


    Cybersecurity is key to protecting financial security

    You’ve had many conversations about financial security with employers and clients, but have you talked about the potentially devastating implications of failing to consider cybersecurity?

    July 06, 2022 | 3 min read

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