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mark61504
- Jun 1, 2023
- 1 min
SECURE 2.0 Provisions for 2025
The SECURE Act 2.0 is now the law of the land and it includes tons of provisions relating to retirement plans. In 2025, the provisions...
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mark61504
- May 2, 2023
- 1 min
SECURE Act 2.0 Key Provisions for 2023
The SECURE Act 2.0 is now the law of the land and it includes tons of provisions relating to retirement plans. The general focus was on...
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mark61504
- Jun 3, 2022
- 1 min
Hypothetical Trade-Offs and What They Tell Us About Ourselves
According to a 2021 PLANSPONSOR Participant Survey, the average retirement saver may not be that savvy. That is of course not what the...
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mark61504
- Mar 9, 2022
- 1 min
Another Proprietary Fund Lawsuit: What does independent even mean?
Lowe's famous tagline is "Do it right for less". In the case of their 401K plan, a judge found Aon didn’t violate ERISA when encouraging...
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mark61504
- Feb 23, 2022
- 1 min
Medicare Premiums: Inflation Strikes Again
The standard Medicare Part B premium which covers doctors visits and other outpatient services increased to $170.10 per month in 2022. ...
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mark61504
- Nov 5, 2021
- 1 min
2022 Retirement Plan Limits
Balancing a plan with changing demographics can be a challenge. Employee turnover in a small retirement plan can make or break your plan...
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