Browsing Tag
Coronavirus (COVID)
287 posts
Education Key to Preventing 401k Cashouts
A well-funded 401(k) might look like a life preserver to retirement plan participants who are struggling to stay…
March 27, 2020
Houses Passes Coronavirus Stimulus Bill With RMD, 401k Provisions
The House passed a massive and historic $2 trillion coronavirus stimulus package on Friday after last-minute wrangling and…
March 27, 2020
3 Reasons Coronavirus Will Drive ESG Investing
DeVere Group’s Nigel Green believes that over the next 12 months, COVID-19 will drive a “skyward surge” in…
March 27, 2020
SECURE Act Subject of New CFP Exam Prep Resource
Changes as a result of the SECURE Act are being incorporated into the July CFP certification exam (which…
March 27, 2020
Cares Act RMD, Early Withdrawal Waivers: A Closer Look
Required minimum distributions for 401ks and IRAs will be waived in 2020, and 401k participants would be allowed…
March 26, 2020
Free 3(16) Fiduciary Support Helps Keep Participants on Track
On Thursday, Newport Retirement Services announced that it was offering free 3(16) fiduciary services to its clients to…
March 26, 2020
FinFit Opens Financial Wellness Platform to All Employers During COVID-19 Pandemic
Due to the economic hardships brought on by the coronavirus pandemic, FinFit, a FinTech company that provides over…
March 26, 2020
Waived: 2020 RMDs, Early 401(k) Withdrawal Penalty If (When?) Coronavirus Relief Bill Passes
While some Republicans in Congress are threatening to block a $2 trillion federal stimulus package—the largest bailout in…
March 25, 2020
SEC Extends ADV Filing Requirements Due to COVID Concerns
Recognizing the impact that COVID-19 has on administration and compliance, the Securities and Exchange Commission said Wednesday that…
March 25, 2020
New Jersey Relaxes Regs for Advisors Working From Home
On Tuesday, the New Jersey attorney general’s office announced it was relaxing registration rules to allow financial professionals…
March 25, 2020