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The Stages of Wealth

Although everyone’s situation is different, most people will go through various stages of wealth development throughout their lifetime. Over the

SECURE Act vs. RESA

On May 23rd, the U.S. House of Representatives overwhelmingly passed the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act

2019 Retirement Plan Limitations

On November 1, 2018, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2019 (IRS Notice 2018-83).

401(k) Plan Sponsors and Participants: Be Aware of Unethical Requests

In our ongoing effort to keep you apprised of important industry developments, we thought you should be aware that Wells Fargo recordkeeping is presently

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SEC’s Proposal at a Glance

With the fate of the Department of Labor’s Fiduciary Regulation hanging in the balance following a recent ruling by the United States Court of Appeals

Weathering Volatile Markets

Over the past few months, investors have had to deal with increased market volatility, a trend that could well persist for some time to come. As concerns

401(k) Hardship Withdrawals - Made Easier by the 2018 Budget Act

Hardship withdrawals from 401(k) and 403(b) plans will be soon become less restrictive under the provisions of the recently-passed Bipartisan Budget Act

Tax Reform Bill Includes Extension of Time to Repay Retirement Plan Loans

With sweeping tax reform going into full effect last month, many 401(k) participants are wondering how and if their plans will be affected. The answer

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2018 Retirement Plan Limitations

Update to the original article: On October 13, 2017, the Social Security Administration (SSA) announced that the maximum amount of earnings subject to

IRS Announces Updates for Contribution Limits and Income Thresholds for Retirement Plans in 2018

Employees who participate in 401(k), 403(b) or 457(b) plans will be able to contribute up to $18,500 in 2018, up from $18,000 for 2017. This limit is aggregated

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