Weekday news and analysis for retirement plan advisers
Tuesday, May 07, 2024
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401(k) Trading Rose in April
Alight’s 401(k) index found participant’s gravitating toward bonds.
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IRS Clarifies SECURE 2.0 W-2 Changes
Roth contributions, natural disasters and de minimis incentives could require tax reporting changes.
Today’s Most Read
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What to Know About Part-Time Employee Eligibility for Retirement Plans
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2024 Sees Net Inflows of $3.1B to 529 Tuition Savings Plans
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DOL Files to Pause Appeal of Fiduciary Rule
Advisory M&A News – 5/6/24
Sanctuary Wealth announces acquisition of Tru Independence; MAI Capital Management adds Harbor Wealth Management; Avantax acquires Integrated Tax & Wealth Strategies’ wealth management business.
Social Security Funds Gain Additional Year in Forecasting
A strong job market and wage growth helps extend forecast for both funds when compared to last year.
Advisers Giving Back: Petros Koumantaros
A retirement plan consultant and his family start a sustainable cancer research and support fund in his father’s name.
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