Category
401(k) Lifetime Income Illustrations
By Anne ZavagliaPosted on September 3rd, 2021
The SECURE Act, signed into law in 2019, requires sponsors of 401(k), and similar workplace retirement plans, to include two lifetime income illustrations at least once […]
Learn MoreShould you take advantage of a Roth 401(k)?
By Mark FisselPosted on July 7th, 2021
By Anne Zavaglia, CFP® If you have a 401(k) or other workplace retirement plan that offers a Roth option, you should consider taking advantage of […]
Learn MoreDecisions, Decisions: Weighing the Pros and Cons of an IRA Rollover
By Mark FisselPosted on June 1st, 2021
If you lose a job, switch employers, or step into retirement, you might consider rolling your retirement plan savings into an IRA. But this isn’t […]
Learn MoreHow Well Do You Understand Retirement Plan Rules?
By Mark FisselPosted on April 30th, 2021
Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the following quiz to see […]
Learn More401(K) Plan Part-time Employee Eligibility Requirements
By Anne ZavagliaPosted on December 30th, 2020
The SECURE Act which passed at the end of 2019 requires 401(k) plans to include long-term, part-time employees beginning January 1, 2021. Please note: The […]
Learn MoreFour Questions on the Roth Five-Year Rule
By Mark FisselPosted on May 29th, 2020
The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth […]
Learn MoreCoronavirus Distributions from Workplace Retirement Plans
By Anne ZavagliaPosted on May 1st, 2020
Relief may be available for employees impacted by Covid-19. The Coronavirus Aid, Relief, and Economic Security (CARES) Act[i] was signed into law on March 27, […]
Learn MoreCARES Act – Impact on IRAs and Retirement Plans
By Anne ZavagliaPosted on April 2nd, 2020
On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). This stimulus package is designed to […]
Learn MoreDo Target-Date Funds Hit the Bull’s-Eye for You?
By Mark FisselPosted on February 27th, 2020
More than half of 401(k) participants have assets invested in target-date funds.1 These “all-in-one” funds are often the default option in workplace plans, and their apparent […]
Learn MoreSECURE Act Can Have Big Impact on your Estate Plan & Trusts
By Anne ZavagliaPosted on January 30th, 2020
Authored by Logan Philipps, Esq. and Anne Zavaglia, CFP® When President Trump signed the SECURE Act at the end of 2019, it could easily have […]
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