AOL

12 Critical Retirement Documents To Update Every January

January is a natural reset point. Annual statements go out, Medicare plans reset, and tax season looms. It's also a smart time for retirees and near-retirees to review the documents that outline ...
Forbes

SECURE 2.0 Helps You Shift From Taxable To Tax-Free Savings— But Your Employer Must Change Retirement Plan Documents To Allow The Option

SECURE 2.0 improves Roth retirement options, including allowing employer matching contributions direct to a Roth retirement plan and delays Required Minimum Distributions (RMDs) for many. On December ...
Hosted on MSN

The one retirement document nearly 70% of Americans forget to sign until it's too late

You've done everything right. You've been diligently contributing to your retirement accounts for years, maybe even decades. Your savings are growing. You've got a plan. Life feels pretty solid. Then ...
The Hill

For small businesses, electronic document delivery is critical to the full benefit of retirement modernization

The COVID-19 pandemic has been a severe stress test for the nation, revealing a number of serious socio-economic deficiencies and vulnerabilities. One major vulnerability is the fact that a quarter of ...