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Fidelity adds annuity option | Ary Rosenbaum - The Rosenbaum Law Firm P C

Fidelity is offering a new solution, that will allow employees to convert all or a portion of their retirement savings from a 401(k), 403(b), or 457(b) into an immediate income annuity.

The student loan match | Ary Rosenbaum - The Rosenbaum Law Firm P C

I graduated from school in 1998. 2023 was the year that all my loans were paid off, loans that were just made for law school, and my one-year Tax LLM program. So I understand how.

IRS issues Emergency Savings Account guidance | Ary Rosenbaum - The Rosenbaum Law Firm P C

The Internal Revenue Service (IRS) issued Notice 2024-22, which provided initial guidance on emergency savings accounts linked to 401(k) plans, which were established under the SECURE.

Go where the audience is | Ary Rosenbaum - The Rosenbaum Law Firm P C

That 401(k) Conference returns this year at Globe Life Field in Arlington, Texas, on May 3rd, and Yankee Stadium in Bronx, New York on June 7th. The events took a sabbatical in 2022.

401(k) plans didn t kill DB plans | Ary Rosenbaum - The Rosenbaum Law Firm P C

Recently, an economist blamed 401(k) plans for the retirement crisis in this country and I’ve heard the arguments on how 401(k) plans killed defined benefit plans.

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