For advisors navigating the complexities of policy impacts on client portfolios, this channel offers critical insights into the evolving landscape of 401(k) retirement plans. This resource provides in-depth analysis of President Donald Trump’s policies, focusing on their potential and realized effects on retirement savings. Stay ahead of regulatory shifts, tax law changes, and economic initiatives that directly influence 401(k) strategies, investment allocations, and long-term financial planning.
New Jersey becomes last state to adopt the NAIC standard for annuity sales applying to insurance agents and companies (but not to advisors working within ERISA-covered retirement plans)
As Alight reports Monday was the highest 401(k) trading day since March 2020, BlackRock’s Larry Fink, J.P. Morgan’s Jamie Dimon and Empower’s Ed Murphy among those speaking out on market volatility
Social Security Administration issues release saying that annually, less than one-third of 1% are erroneously reported deaths that need to be corrected
