Browsing Tag
CARES Act
63 posts
9% of 401k Participants Took a CARES Act Distribution in 2020
With 2020 now (thankfully) disappearing in the rearview mirror, we’re starting to get a better look at how…
The ‘State’ of Charitable Giving in America
Despite, or perhaps because of the COVID-19 pandemic, the average American gave $608 to charity in 2020, according…
Why Student Loan Help is the ‘It’ Employee Benefit for 2021
When it comes to up-and-coming employee benefit offerings, one that might be able to give financial wellness programs…
Poll Finds One-Third Raided Retirement Accounts During Pandemic
EDITOR’S NOTE: The following article contains an important survey correction provided by Kiplinger’s Personal Finance. The survey found one-third…
Stimulus Bill Extends Tax-Free Status of Employer-Sponsored Student Loan Programs
The new stimulus bill signed into law by President Trump on Sunday didn’t extend the student loan payment…
Stimulus Deal Reached, PPP Loan Forgiveness Included
Congress reached a long-waited deal on Sunday night to provide a package of nearly $900 billion in stimulus…
Reach Out: 70% of Participants Welcome Advice from 401k Advisors
Are you reaching out to plan participants to provide guidance and advice? A new report says 70% of…
Why Low-to-Moderate Income Plan Participants are Bearing Brunt of the Recession
The COVID-19 pandemic is having a lasting negative financial impact on many low- to moderate-income (LMI) defined contribution…
Post-Pandemic: Getting Your Practice and Your Clients to the Other Side of Normal
We are finally seeing some encouraging headlines around vaccines and a potential end to the global pandemic coming…
What’s Behind ‘SECURE 2.0’ Provision to Boost RMD Age to 75?
One of the most consequential provisions of the bipartisan retirement reform legislation “Securing a Strong Retirement Act of…