by Rey Cepeda | Featured, News
We’re excited to introduce our new Distribution Tracker widget designed to help you stay informed about your request every step of the way. Gone are the days you had to call and speak to an Agent to get an update on the status of your paperwork. How it works is...
by Rey Cepeda | Featured, News
The SECURE Act (“Setting Every Community Up for Retirement Enhancement Act of 2019”) was passed in 2019 and took effect on January 1, 2020. The Act is a bi-partisan piece of legislation passed by Congress in an attempt address the lack of retirement savings...
by Rey Cepeda | Featured, News
Source: Financial Advisor IQ What’s the most effective tool you’ve used to help increase contribution rates? Dennis Bielik works at TCG Advisors, a firm based in Austin, Texas that has been in business for 20 years and manages $3.5 billion. His response is below:...
by Rey Cepeda | Featured, News, Rollovers
The IRS has released the Annual Plan Limitations for 2020 for defined contribution and defined benefit plans. The 403(b), 457(b), & 401(k) elective deferral limits, catch-up limits and other key limits for 2020 have changed and are listed below. 2019...
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