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Page 19 - Rosenbaum Law Firm News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Almost 75% of plan participants want advice | Ary Rosenbaum - The Rosenbaum Law Firm P C

73% of 401(k) savers would like personalized investment advice for their retirement savings, according to annual survey from Charles Schwab Corp..

Democrats push for spousal consent | Ary Rosenbaum - The Rosenbaum Law Firm P C

Congressional Democrats have reintroduced bills in the Senate and House \o require spousal consent for 401(k) distributions.

A Gig PEP could be a thing | Ary Rosenbaum - The Rosenbaum Law Firm P C

Over the past few years, more and more workers have become gig workers. In reality, they are just sole proprietors, that make a living, project to project.

Platinum launches first 403(b) PEP | Ary Rosenbaum - The Rosenbaum Law Firm P C

SECURE 2.0 allowed 403(b) Pooled Employer Plans (PEPs), and the first to the market is being launched by The Platinum 401k, Inc., a Florida based third party administration firm and.

The After Tax Catch Up is a concern | Ary Rosenbaum - The Rosenbaum Law Firm P C

One of SECURE 2.0’s interesting provisions was that people who are highly compensated employees (HCEs) will be forced to make the catch-up contributions they want on an after-tax basis..

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