Browsing Tag
SECURE Act
123 posts
As SECURE 2.0 Heads to Markup, Advisors Indicate Strong Support
As the Securing a Strong Retirement Act of 2021 heads to markup on Capitol Hill this Wednesday, a…
Wanted: Tech-Fueled Next-Gen Retirement Income Solutions
New research out today shows that while most 401k plans offer tools and advice, meaningful in-plan retirement income…
Fast-Growing Paychex PEP Hits Another Milestone
In less than two months from launch, the new Pooled Employer Plan from Paychex reached an impressive milestone:…
American Trust Partners with TAG Resources to Launch PEP
The PEP pool got a little bigger today, as American Trust, a full-service provider of retirement solutions to…
Few Advisors Working MEP/PEP Market… For Now
For all the hoopla about the SECURE Act expanding access to Multiple Employer Plans and Pooled Employer Plans…
TAG Advisors Launches ‘Private Label’ PEP
TAG Advisors, one of the largest and fastest growing branches within Cambridge Investment Research, Inc. with more than…
3 Bills Hold Key to Success for ‘Retirement Security Blueprint’
Three proposed bills in Congress hold the key to advancing 11 of the Insured Retirement Institute’s 30 legislative…
The Stretch IRA Went Away With The SECURE Act—Here Are Other Options
While not its own type of IRA, a stretch IRA had been a go-to strategy for estate planning…
Another PEP Pops Up, This Time for CPAs in Massachusetts
Another PEP has popped up. Integrated Partners, a national financial planning and registered investment advisory firm, with advisory…
Retirement Plan Advocate Senator Rob Portman to Retire
U.S. Senator Rob Portman, R-Ohio, announced on Monday that he will not seek another six-year term in the…