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CITs in 403(b)s, Roth Rollovers, Among Priorities for Government Plans | PLANADVISER
PLANADVISER· 2 days agoThe National Association of Government Defined Contribution Administrators, a nonprofit group of government and private organizations serving public employee retirement plans ...
9 Best Retirement Plans for May 2024
GoBankingRates via AOL· 3 days agoPlanning for retirement is an important financial step, and you have plenty of options to choose from when selecting a retirement plan
‘Automatic Millionaire’ David Bach: 7 Retirement Planning Tips He Swears By
GOBankingRates via Yahoo Finance· 5 days agoPlanning for retirement can be challenging and even a little scary. It's an issue that raises some...
How Can I Reduce the Amount of My RMD Payments?
SmartAsset via AOL· 2 days agoIn the year that a required minimum distribution (RMD) is due from a 401(k), IRA or other pre-tax retirement account, you’re required to withdraw a...
JD Supra: Automatic Enrollment: This Is The Way
JD Supra· 7 days agoThanks to SECURE Act 2.0, newly established 401(k) and 403(b) plans must now have an automatic enrollment. The SECURE Act 2.0 was passed in December 2022 ...
IRS Issues 401(k) Disaster Relief Guidance FAQ Under SECURE 2.0
Bloomberg Law· 2 days agoA landmark federal retirement law allows for special purpose distributions of up to $22,000 of qualified disaster recovery distributions from eligible 401(k), 403& ...
10 Savvy Ways to Save For Retirement
MediaFeed via AOL· 3 days agoBetween paying for your regular expenses including groceries, rent or mortgage, student loans, and bills, it can seem nearly impossible to find a few...
Why Is There No IRS Correction Program for Non-Governmental 457(b) Plans? | JD Supra
JD Supra· 4 days agoThis post examines excess deferrals under non-governmental 457(b) plans, including the approved method for correcting them and the penalty for failing to correct them, to make the case for a ...
Dates To Be Aware Of As Retirement Closes In
The Post-Journal· 7 days agoQuestion: I just turned 60 and feel like I should be planning for retirement. At this age you could begin taking withdrawals from your Individual Retirement
TIAA and Nuveen Lifetime Income Default Target-Date Offerings Approach $35 Billion in AUM
FOX 59 Indianapolis· 3 days agoAssets in TIAA and Nuveen's suite of lifetime income target-date solutions across corporate, educational, governmental, and healthcare retirement plans are now approaching ...
