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6 Lesser-Known SECURE Act Provisions Impacting 401ks
While the major changes resulting from the SECURE Act’s annuities, RMD and open MEPs provisions—plus the elimination of…
What SECURE Act’s Annuity, Open MEP Provisions Mean for Advisors
Big changes are coming to 401(k) plans in 2020 thanks to last week’s whirlwind passage of the SECURE…
SECURE Act Awaits Trump’s Signature
It’s two down, one to go for the SECURE Act’s wild week after the Senate today passed the…
Tech Use a Differentiator Between Millennial, Boomer Advisors
Nearly three in 10 Millennial advisors (29%) say that adding new technology is the most important thing they…
Small Business Owners Like (and Want) the SECURE Act
An economy with full employment makes competition for talent exceedingly stiff, and legislation that allows small businesses to…
Business Owners Need Help in Communicating 401k Advantages
It won’t come as a surprise that business owners view 401ks as advantageous both for their business and…
Women Pessimistic About Markets, Overall Economy
While women investors are slightly more likely than men investors to have an optimistic financial outlook for 2019…
Market Volatility on Rise, Say Investors, RIAs, Advisors
It’s not exactly going out on a limb to think “market volatility” will increase over the next year,…
Reason No. 2,637 for a 401k
A new survey reveals a 28% gap in what future retirees think they will get in Social Security…
RIAs Less Bullish on M&A Activity in 2019
Merger and acquisition (M&A) activity in the Registered Investment Advisor (RIA) industry hit a new record for the…