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Can local small businesses offer a retirement plan? New tax credits could make a big difference
Retirement plans can provide employers with an essential tool for recruiting and retaining their workforce. Yet, many small employers struggle with the costs of establishing and the complexities of maintaining a retirement plan. With the passage of the Secure 2.0 Act of 2022, small employers have increased tax credits available to cover the startup costs…
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Conversation Clips | Is the 60/40 portfolio still king?-Video
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Conversation Clips – March 2023 | What happened with Silicon Valley Bank?-Video
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Conrad Siegel Among Nation’s Top DC Advisor Teams in 2022
Conrad Siegel was named to the National Association of Plan Advisors’ (NAPA’s) list of the nation’s top defined contribution (DC) Advisor Teams on March 17th, 2023. Conrad Siegel’s DC operations are based out of its headquarters in Harrisburg, PA. The firm made the list because of the $6+ billion in assets that it manages (as…
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401(k) Plan Costs Continue to Decline
Great news for plan participants and plan sponsors! According to the latest annual edition of the “401k Averages Book”, total costs for 401(k) plans declined an average of 3 basis points in 2022.
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Planning for the unexpected | What to know when protecting yourself, your family and your possessions
Everyone loves talking about insurance, right? Probably not. But the truth is, risk management and insurance planning are essential components of a comprehensive financial plan. In this webinar, Catherine Azeles is joined by Karen Meck and Ginny Cottrill of KBM consulting to talk about all things insurance
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What’s in the SECURE 2.0 Act?
Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th 2022.
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SECURE 2.0 Brings Significant Changes to Retirement Plan Administration
On December 29, 2022, the SECURE 2.0 Act of 2022 (SECURE 2.0) officially became law as part of a larger omnibus spending bill. SECURE 2.0 builds on earlier reforms to the retirement plan system made in 2019 by the Setting Each Community Up for Retirement Enhancement Act (SECURE Act). Like its predecessor, SECURE 2.0 is…
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Back to the Investment Basics Part 1: Yesterday’s News
There have been so many big events competing for our attention…Inflation is real, and needs to be managed. Heightened levels of market volatility across stock and bond markets alike may have left you once again wondering whether this time is different.
