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Finding Former Plan Participants Who Leave 401(k) Funds Behind

Finding Former Plan Participants Who Leave 401(k) Funds Behind

October 6, 2020
If you’ve tried to locate employees who have left your company and their 401(k) funds behind, they don’t respond...
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Helping Plan Participants Reach Retirement Readiness

Helping Plan Participants Reach Retirement Readiness

September 11, 2020
Having enough resources to retire comfortably is the ultimate goal of most plan participants. Certain SECURE Act provisions aim...
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Is Now The Right Time to Open a 401k for My Small Business

Your Questions, Answered: 401(k) for Small Businesses

July 9, 2020
On this week’s episode of Your Questions, Answered, Thomas Hardy and Brian Leitner discuss opening a 401(k) for small...
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Your Life Simplified - The Things Retirees Miss

The Things Retirees Miss

July 7, 2020
When thinking of approaching retirement, common themes that come to mind are spending more time traveling, golfing or with...
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Your Questions Answered: Roth IRA

Your Questions, Answered: Roth IRA

July 2, 2020
On this week’s episode of Your Questions, Answered, Andreas Scott and Brian Leitner discuss Roth IRAs, and answer the...
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Your Questions, Answered. Required Minimum Distributions

Your Questions, Answered: Required Minimum Distributions

June 25, 2020
On this week’s episode of Your Questions, Answered, Aaron Fulton and Brian Leitner delve into required minimum distributions, and...
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Staying the Course

May 5, 2020
Anytime there’s volatility in the stock market with prices rapidly moving up and down, it’s understandable for you to...
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Required Minimum Distributions: New Age, New Deadline

March 5, 2020
The SECURE Act has changed the required minimum distribution (RMD) rules. Most of us now have until age 72...
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Social Security: When to Start Receiving Benefits

February 6, 2020
The nagging question we all begin to ponder as we approach retirement, “When should I begin taking Social Security...
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IRA To HSA Rollover: Is an IRA to HSA Rollover Right for You?

February 5, 2020
For many people, health savings accounts (HSAs) provide an affordable way to pay for medical expenses. When paired with...
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Getting The Most Out Of Your Retirement

Getting The Most Out Of Your Retirement

February 3, 2020
The Internal Revenue Service and corporate America have provided workers significant opportunities to fund their families’ financial futures in...
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Considerations for Retirement Plan Withdrawals

February 1, 2020
At age 59½, individuals are able to begin taking withdrawals from qualified retirement plans without incurring a 10% federal...
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