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Wealth Management

Articles 71 - 80 of 138
Wealth Management
David Brinkman | 2.5.2020

Financial Boot Camp Series: Behavioral Investing Challenges

Learn more about several investor biases including the herd mentality and mental accounting.
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401(k) Plans, SECURE Act, Wealth Management
Noelle Harrold | 1.28.2020

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

Learn about the changes to the failure to file penalties for IRS Form 5500 and related notifications.
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401(k) Plans, SECURE Act, Wealth Management
Schneider Downs Professional | 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
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401(k) Plans, SECURE Act, Wealth Management
Schneider Downs Professional | 1.28.2020

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

Learn about the changes implemented by the SECURE Act including changes to nondiscrimination rule changes.
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401(k) Plans, SECURE Act, Wealth Management
Shad Fagerland | 1.28.2020

SECURE Act – Multiple Employer Plans and Pooled Employer Plans

Learn about key details of the SECURE Act including changes to multiple employer plan "bad apple" rule.
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401(k) Plans, SECURE Act, Wealth Management
Schneider Downs Professional | 1.28.2020

SECURE Act - Part-Time Employee Participation

Learn about the key changes from the SECURE Act including part-time employee participation.
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SECURE Act, Wealth Management
Anthony Margiotta | 1.28.2020

SECURE Act: Pension Funding Relief for Community Newspaper Plans

Highlights of 2020 SECURE Act regarding Pension Funding Relief for Community Newspaper Plans.
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SECURE Act, Wealth Management
Susan Paulauskas | 1.28.2020

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

Learn about the prohibition of plan loans to be distributed through credit or other payment cards.
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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.
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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
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