News & Analysis as of

401k Financial Planning

Chambliss, Bahner & Stophel, P.C.

ElderLawAnswers for Attorneys

In late 2022, the federal government passed legislation known as the SECURE 2.0 Act. Provisions in this bill have made it easier for people to fund certain annuities that can delay taxes on their retirement funds until the...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, July/August 2023

Estate planning in a digital world - Today, virtually everyone owns (or licenses) digital assets, from email and social media accounts to digital photos and videos to online banking and brokerage accounts. Unlike...more

Association of Certified E-Discovery...

[Webinar] ACEDS DC Chapter Meeting: Managing Finances During a Pandemic - June 23rd, 1:00 pm - 2:00 pm ET

Join the ACEDS DC Chapter for "Managing Finances During a Pandemic." Topics to Cover: - Overall market update during the pandemic - How to position your portfolio to better weather the storm - If in job transition,...more

Association of Certified E-Discovery...

[Webinar] ACEDS DC Chapter Meeting: Managing Finances During a Pandemic - May 28th, 12:00 pm ET

Join the ACEDS DC Chapter for "Managing Finances During a Pandemic." Topics to Cover: - Overall market update during the pandemic - How to position your portfolio to better weather the storm - If in job transition,...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Study reports the obvious

A study from T. Rowe Price about 401(k) plan participants had some results that should really not shock anyone. The study showed that people who participate in 401(k) plans are more confident about their financial futures...more

Gray Reed

Employee Benefits – Do Employers Owe a 401(k) Fiduciary Duty?

Gray Reed on

Back in July, we discussed how Jed Clampett of Mama’s Fried Pies caused his VP of marketing Elly May to suffer exorbitant taxes due to a deferred bonus that he offered.  This month, Jed finds himself again in the grease with...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

So You Want To Be A 401(k) Financial Advisor?

Whether you are financial advisor who is not in the 401(k) business and wants to be in it or you’re the financial advisor who wants to dramatically increase their small book of business, this is the perfect time. With...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The “Real” Role of a 401(k) Plan Financial Advisor

Over time, there are so many full time positions in the workforce that are as obsolete as the Atari 2600 in my garage. Many people remember the milkman or the diaper man who made deliveries or the woman who worked the...more

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