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What elite RPAs think about PEPs
Pooled employer plans, or PEPs, could dramatically change the 401(k) business, but only if employers decide to adopt them.
January is the new December for charitable contributions
Qualified charitable contributions can help offset the tax bill from required minimum distributions — but only with the right timing
Bill seeks to open multiple-employer plans to 403(b)s
The measure follows legislation that would let nonprofits participate in pooled employer plans
Retirement savings legislation can overcome gridlock, lawmaker says
At a Senate hearing, a financial adviser and an insurance executive back small-business incentives and raising RMD age
Paychex to offer pooled employer plan
The payroll services giant’s program will start Jan. 1
Aon to kick off pooled employer plan in January
The company predicts half of U.S. employers will join pooled plans over the next decade
Don’t let COVID-19 distract you from retirement
The key to success for clients planning for retirement is a regular cadence for questions to be asked and new information to be shared
DOL rule requires lifetime income estimates on retirement plan statements
The regulation would implement a SECURE Act provision intended to help savers assess their nest eggs
Aon jumps into pooled employer plan market
The company will be one of the first provide the plan type outlined in the SECURE Act
IRI wants retirement plans at forefront of COVID-19 legislation
But an investor advocate sees the proposal as a ‘brazen effort’ to use the pandemic to promote the annuity sector
No stretch IRA? No problem
5 reasons why the elimination of the stretch IRA is not the end of the world
2020 brings new opportunities in the retirement space
The SECURE Act’s pooled employer plans provision will create a new market for investment advisory services
Embrace the SECURE Act’s opportunity to educate
RIAs should be prepared to provide extra guidance
Retirement plan advisers could see increase in business under SECURE Act
Provision would make it easier for small businesses to form collective 401(k) offerings
Retirement plan advisers could see increase in business under SECURE Act
Retirement plan advisers could see an uptick in demand for their services as major retirement-savings legislation becomes law.
SECURE Act could ruin your 401(k)
Congress is considering tweaking the popular retirement plan to encourage annuities
