Our Thoughts On

Wealth Management

Articles 1 - 10 of 69

401(k) Plans, Coronavirus, Wealth Management
Mike Bucci | 3.23.2020

The Impact of COVID-19 on Your 401(k)

For most people, the largest asset they own is their qualified retirement plan. For some, this account may be in the “accumulation” phase for

Wealth Management
David Brinkman | 2.5.2020

Behavioral Investing Challenges

Human emotion has been shown to be the Achilles Heel of most investors as Charles Munger, long-time partner of Warren Buffet, once said, “A lot of

SECURE Act, Wealth Management
Susan Paulauskas | 1.28.2020

SECURE Act: Qualified Employer Plans Prohibited from Making Loans Through Credit Cards and Similar Arrangements

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes a provision that prohibits the distribution of plan loans through

SECURE Act, Wealth Management
Susan Paulauskas | 1.28.2020

SECURE Act – Special Disaster-Related Rules for Use of Retirement Funds

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes special disaster-related rules for the use of retirement funds.

SECURE Act, Wealth Management
Noelle Harrold | 1.28.2020

SECURE Act: Rules Relating to Election of Safe Harbor 401(k) Status (Section 103)

The Setting Every Community Up for Retirement Act of 2019 (SECURE Act) contains a provision that gives employers more flexibility surrounding the election

SECURE Act, Wealth Management
Donna Wolfson | 1.28.2020

SECURE Act: Stipends Treated as Compensation

Several provisions of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) pertain to IRAs. One of these affects stipends

401(k) Plans, SECURE Act, Wealth Management
Noelle Harrold | 1.28.2020

SECURE Act: Increase in Penalty for Failure to File (Section 402)

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) contains a provision that increases penalties for failure to file federal

401(k) Plans, SECURE Act, Wealth Management
Scott Rain | 1.28.2020

SECURE Act: Lifetime Income Options (Sections 109, 203 and 204)

Employer-based retirement systems have moved away from traditional pension plans that provide a lifetime stream of annual or monthly payments, which has

401(k) Plans, SECURE Act, Wealth Management
Caleb Anderson | 1.28.2020

SECURE ACT - Modification of Nondiscrimination Rules to Protect Older, Longer-Service Participation

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes provisions that grant nondiscrimination testing relief for

401(k) Plans, SECURE Act, Wealth Management
Shad Fagerland | 1.28.2020

SECURE Act – Multiple Employer Plans and Pooled Employer Plans

Among the more significant retirement plan-related changes in the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) are new

Pennsylvania Covid-19 Working Capital Access Program

Small Business Association Loan Checklist – Prior to CARES Act

Our Thoughts On

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Wealth Management

Articles 1 - 10 of 69

The Impact of COVID-19 on Your 401(k)

Behavioral Investing Challenges

SECURE Act: Qualified Employer Plans Prohibited from Making Loans Through Credit Cards and Similar Arrangements

SECURE Act – Special Disaster-Related Rules for Use of Retirement Funds

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SECURE Act: Rules Relating to Election of Safe Harbor 401(k) Status (Section 103)

SECURE Act: Stipends Treated as Compensation

SECURE Act: Increase in Penalty for Failure to File (Section 402)

SECURE Act: Lifetime Income Options (Sections 109, 203 and 204)

Register to receive our weekly newsletter with our most recent columns and insights.

SECURE ACT - Modification of Nondiscrimination Rules to Protect Older, Longer-Service Participation

SECURE Act – Multiple Employer Plans and Pooled Employer Plans

Register to receive our weekly newsletter with our most recent columns and insights.