Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
The Advocate Newsletter: SECURE 2.0 and Regulatory Updates From a Trip to Washington, D.C.
For more than 15 years, the American Bar Association Tax Section has provided me consistent opportunities to work directly with government officials on retirement plan-related matters.
Month-in-Review: May 2023
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Month-in-Review: April 2023
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
The Advocate Newsletter: Building a Retirement Plan for Today and Tomorrow
Retirement plan fiduciaries have experienced significant changes over the last decade. We can attribute some of those changes to the Department of Labor’s regulatory and enforcement agenda, including the impact of increasing fee transparency, expanding the definition of fiduciary, and emphasizing the importance of cybersecurity.
Month-in-Review: March 2023
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Yes, You CAN Contribute to Your Roth 401(k)!
As an advisor who helps individuals plan for retirement and companies with their corporate-sponsored plans, I am often asked, “Can I contribute to the Roth portion of my 401(k) plan if I already put money in my individual Roth IRA?”
The Advocate Newsletter: ESG Regulation and Northwestern Litigation Updates
While we work to assess opportunities provided by the SECURE 2.0 Act of 2022 and await related governmental agency guidance, two additional developments merit additional discussion. Congress, President Biden, and the Federal courts have all had fiduciary items on their mind.
Month-in-Review: February 2023
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
The Advocate Newsletter: SECURE 2.0 FAQs
The SECURE 2.0 Act of 2022 will expand the retirement plan toolkit available to employers that desire to enhance the plans available for their employees. As the new provisions become effective and as employers plan for the future, questions naturally arise.