Regulatory Changes

A Simplified Guide to Planning Your Social Security

Financial Piece, Regulatory Changes /

In 1973, car radiophones were the only mobile phones available. Fearing AT&T would dominate the market, Motorola had engineer Marty Cooper create a groundbreaking product. Marty asked, “Why call a place when you want to talk to a person?” His question led to the portable mobile phone, now used by 97% of Americans. Just like […]

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Secure 2.0 – Summary Changes 2024

Fiduciary Management, Financial Piece, Regulatory Changes /

The SECURE 2.0 Act of 2022 was enacted on December 29, 2022, and introduces major changes to 401(k) plans, particularly those sponsored by small businesses. The law is designed to increase retirement plan coverage, enhance savings, and simplify existing rules. Employers need to familiarize themselves with the new provisions to ensure their 401(k) plans comply

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