Archives: Learning Center
IS IT TIME TO CONSIDER A 401(K) PLAN?
Is your practice or workforce changing? It might be time to consider introducing a 401(k) Plan, or to consider whether a 401(k) is now a better option for you and … Continued
Mercer’s fourth Quarter 2023 Market Review
as of December 31, 2023 Global equity markets performed strongly during the fourth quarter, largely driven by a sharp decrease in longer-term rates following the Federal Reserve’s more dovish than … Continued
New Year, New Markets 2024
To view the presentation deck, click here.
New Year, New Simplified Savings
With a new year, comes new resolutions. For 2024, consider simplifying retirement accounts. Do you have savings in an IRA or in a former employer’s qualified retirement plan? If you … Continued
The Dos and Don’ts to Naming a Beneficiary
You’ve worked hard to create a good life but if you died tomorrow, who would inherit the spoils of your success for your retirement plan and IRA accounts? Do you … Continued
SECURE 2.0 Act
On December 29, 2022, President Biden signed the Consolidated Appropriations Act, 2023 into law. This legislation contains the SECURE 2.0 Act of 2022 (“Act”). The Act includes several provisions that … Continued