Secure 2.0 Act Overview
Society of Financial Service Professionals | February 23, 2023A quick, concise review of the SECURE 2.0 Act of 2022, the follow-up to the 2019 SECURE Act, and its implications for retirees from retirement planning expert Jamie Hopkins…...
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The Two Types of 457(b) Plans
Society of Financial Service Professionals | August 01, 2023Some of you are aware that there are two types of section 457(b) retirement plans—governmental plans for state and local municipal workers, and “top-hat” plans for highly-paid and managerial employees of tax-exempt employers like hospitals....
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SECURE Act 2.0: Qualified Charitable Distributions Webinar
Society of Financial Service Professionals | August 01, 2023he SECURE Act and SECURE Act 2.0 brought a sea change in planning for the disposition of retirement assets. The regulations answered some questions and created new ones....
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Could the Matney and Home Depot Decisions Signal the End of the 401(k)/403(b) Litigation?
Society of Financial Service Professionals | October 11, 2023The Matney case, as well as the Home Depot case, involve a common question, namely which party in a 401(k)/403(b) litigation action has the burden of proof on the issue of loss causation....
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Adaptive-Based Retirement Income Planning
Society of Financial Service Professionals | November 16, 2023Join us for an enlightening webinar featuring renowned retirement income expert and IncomeLab board member, Jamie Hopkins, as he delves into the cutting-edge concept of adaptive-based retirement income planning....
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