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The $230 billion donor-advised fund industry gets an IRS hearing
Stamford Advocate· 6 days agoCongress and the Biden administration are considering what, if anything, should be done to tighten...
Neuberger Berman seeks relief to offer ETF share classes of mutual funds
Pensions & Investments· 5 days agoNeuberger Berman, an investment manager founded in 1939, has joined the growing list of firms seeking exemptive relief to offer ETF share classes of mutual funds, a filing with the Securities ...
Legal Tech Rundown: Adobe Acrobat AI Assistant, New DISCO Features, Taft AI Group and More |...
Law.com· 4 days agoThe fast-paced legal tech world is constantly evolving. At Legaltech News, we always try to bring you the latest news on hirings, product and feature releases, new integrations, legal tech mergers ...
Are there Cons to Early Retirement? There are a Few to Consider
Penny Hoarder via AOL· 2 days agoFIRE, or Financial Independence, Retire Early, is a lifestyle movement that recently took the...
Suze Orman says an HSA is ‘one of the best retirement accounts out there.’ Here’s why she thinks...
AOL· 2 days agoYou're probably quite familiar with 401(k)s and individual retirement accounts (IRAs), but have you ever considered a health savings account (HSA) for your retirement years? Financial advisor ...
S&P 500 rebounds to less than 1% from a record after orderly three-week pullback
CNBC· 4 days agoThis, by most appearances, is the story of the past six weeks on Wall Street. The five-month, 28%...
The $230 Billion Donor-Advised Fund Industry Gets an IRS Hearing
US News & World Report· 6 days agoCongress and the Biden administration are considering what, if anything, should be done to tighten restrictions on donor-advised funds, an increasingly popular way for donors to set aside money ...
Supreme Court asked to rule against a 'parade of horribles' in 401(k) lawsuit
Pensions & Investments· 4 days agoSeveral large retirement and benefits trade organization have asked the Supreme Court to overturn a federal appeals court decision that, if allowed to stand, would unleash a “parade of horribles ...
Seeds of Fortune Inc. Celebrates 10 Years with "Women of Color Creating Wealth" Awards and Summit at...
FOX 5 San Diego· 12 hours agoSeeds of Fortune Inc., a pioneering nonprofit organization dedicated to empowering young women of color through education, celebrates its 10-year anniversary, marking a decade of transformative ...
Retirement Industry People Moves – 5/10/24 | PLANADVISER
PLANADVISER· 4 days agoAllie Riley will be joining the NEPC LLC’s defined contribution team as a consultant. Riley was previously a senior consultant and head of target date fund research at Aon. AdvicePay, a platform ...
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