401(k) Retirement Plans

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Secure 2.0 Act Overview

Secure 2.0 Act Overview

Society of Financial Service Professionals | February 23, 2023

A 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 Hopkinsā€¦...

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The Two Types of 457(b) Plans

The Two Types of 457(b) Plans

Society of Financial Service Professionals | August 01, 2023

Some 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

SECURE Act 2.0: Qualified Charitable Distributions Webinar

Society of Financial Service Professionals | August 01, 2023

he 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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