Finseca Congratulates Forbes/SHOOK ’22 Top Financial Security Professionals

Retirement security

COVID-19: Economic Challenges That Can Be Addressed Through 401(k) And Other Retirement Plans

Topics: Qualified Plans, Retirement security

The WRMarketplace is created exclusively for AALU/GAMA members by experts at Troutman Sanders and the AALU/GAMA staff. WR Marketplace #20-08 was written by Jim Earle and Chris Stock. The AALU WR Newswire and WR Marketplace are published by the AALU as part of the Essential Wisdom Series, the trusted source of actionable technical and marketplace…

AALU CEO: SECURE Act Passage Unleashes Retirement Savings Tools for Millions

Topics: Retirement security

AALU CEO: SECURE Act Passage Unleashes Retirement Savings Tools for Millions Applauds House, Senate passage; Urges president to sign immediately to enhance access to retirement savings tools; Praises bipartisan holiday spirit to help Americans’ retirement WASHINGTON, D.C.—AALU President and CEO Marc Cadin today commended passage of the Setting Every Community Up for Retirement Enhancement (SECURE)…

Proposed Legislation Could Expand Multiple Employer Plan Opportunities.

Topics: Retirement security, Tax treatment

The Senate Finance Committee unanimously approved a bill that would allow unrelated employers to join “pooled employer plans,” which are multiple employer plans (“MEPs”) meeting certain requirements that are treated as single plans for ERISA purposes. The MEP proposal is included in a bill, known as the Retirement Enhancement and Savings Act of 2016, which…

Administration’s FY 2017 Budget – Part II- Targeting Retirement Plans & Savings.

Topics: IRAs, Life insurance products, Qualified Plans, Retirement security, RMDs

The WRMarketplace is created exclusively for AALU members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and advisors. The AALU WRNewswire and…

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