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mark61504
- Feb 5
- 1 min
Sponsor Trends Past & Present
According to one major recordkeeper survey of their clients, they found the following trends as the leading changes ending in 2022 (in...
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mark61504
- Jun 21, 2023
- 1 min
SECURE 2.0 Provisions for 2026
In 2026, what is old is suddenly new again as paper statements have a forced comeback under the SECURE Act 2.0. In addition, lower...
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mark61504
- May 23, 2023
- 1 min
SECURE 2.0 Key Provisions 2024
The SECURE Act 2.0 is now the law of the land and it includes tons of provisions relating to retirement plans. In 2024, a number of...
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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
- Nov 22, 2022
- 2 min
Social Security, How to plan for the unknown?
Nobody wants to enter retirement unsure if they will be able to afford basic goods and services. With meaningful inflation for the first...
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mark61504
- Nov 3, 2022
- 1 min
How can Buy Now, Pay Later Hurt Retirement?
Point of sale installment plans seem to be everywhere. Companies like Affirm, Apple, Afterpay, Zip, and Paypal are just a few of the...
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