Client Service February 28th, 2024 Why 529 Accounts’ Evolution Makes Them Stronger Tools for Advisers 529 accounts not used for education can now be put into Roth IRAs, further strengthening the offering as an employee...
Compliance December 23rd, 2022 Congress Passes SECURE 2.0, Forwarding Second Major Retirement Reform in Three Years The passage of sweeping policy to increase retirement saving among Americans now awaits presidential signature.
Compliance April 7th, 2022 Biden Administration Extends Student Loan Pause Through August The Department of Education says the extension will provide additional time for borrowers to plan for the resumption of payments,...
Products September 11th, 2019 Edmit and NFP Partner to Build College Planning Feature As student loan debt reaches an all time high, the two firms are pushing the conversation on what families must know early on about college funding.
In Practice June 21st, 2018 PSNC 2018: Educating Participants on Plan Data Plan sponsors have a duty to alert and inform participants of any data changes, and ensure they are receiving the right education on it.