Have you checked your inbox? Our most recent newsletter highlights?our co-director announcement, a recap of the Early Learning Symposium, the new FCC Retirement Fund (an historical victory for Child Care Providers United), and a new informative website from The David and Lucile Packard Foundation. Find it here: https://lnkd.in/gRF9V5xK
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A nice way to provide financial planning insights to assist retirees and those planning their retirements.
Managing Your Finances in Retirement Graypoint's Lissa McNaughton presented an insightful session on "Managing Your Finances in Retirement" as part of the Albany Guardian Society's Fall Schedule. Over 50 participants joined in-person and online to learn valuable strategies for navigating financial decisions in retirement. Albany Guardian Society (AGS) is dedicated to enhancing the lives of older adults in the Capital Region, supporting not only the individuals but their families and caregivers as well through education, research, and collaboration. Graypoint proudly shares this commitment to empowering our community. Thank you to AGS for providing such essential resources, and to all who participated in this engaging event!
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Welcome to the world of retirement solutions tailored specifically for nonprofit organizations, educational institutions, and religious organizations. 403(b) plans offer a unique set of rules and considerations, differentiating themselves from corporate retirement plans. In this all-inclusive overview, we dive deep into 403(b) plans, equipping you with essential knowledge as a plan sponsor. https://bit.ly/3WJHosh
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The $27bn Kansas Public Employees Retirement System has revealed its private equity pacing plans for 2025, while also committing $170m to two value-add real estate funds. Muskan Arora has more: https://hubs.li/Q02-j6QK0 #MarketsGoupNews Christine Giordano
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In the final days of 2022, Congress passed the SECURE Act 2.0: a new set of rules designed to help investors who wanted to contribute to retirement plans. Many of these changes were intended to give investors more flexibility and new ways to enhance their retirement strategies. Both the SECURE Act and SECURE Act 2.0 have dozens of provisions, including new rules that may impact retirement. Here are a few things you might want to know about how the SECURE Act 2.0 changed required minimum distribution (RMD) rules and how qualified charitable distributions (QCDs) may fit into how you choose to take these distributions. https://hubs.ly/Q030_CC10
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CBIZ is proud to announce the collaboration with the ABA Retirement Funds Program, a retirement program built by lawyers for the legal community. Our work with these providers will connect legal professionals and law firms to a retirement plan provider who understands the unique needs of the law industry.
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Considering retirement in Washington? Our comprehensive guide covers everything from top healthcare facilities to financial planning and community engagement. Embrace a fulfilling retirement in the Evergreen State and start planning today. ?? https://bit.ly/4dTHgfT #RetirementPlanning #WashingtonState #ActiveLifestyle
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#ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from #financialadvisors. A recent call with a financial advisor in Michigan is representative of a common question on Qualified Birth and Adoption Distributions or QBADs. Read More: https://ow.ly/B0Gy50UBRFL
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??Have you heard of Keystone Saves? Pennsylvania legislators introduced the Keystone Saves Program Act (H.B. 577) to expand the ability of people to save when they don’t have an employer-provided retirement plan. The bill would: ?? Give businesses a no-cost retirement benefit for their workers. ?? Help hard-working Pennsylvanians secure their financial future. ?? Reduce the state’s $17.8 billion fiscal burden from low retirement savings. TAKE ACTION: Tell your legislators to enact this program today. https://lnkd.in/ernk39AB Pennsylvania Treasury - The Pew Charitable Trusts
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CBIZ is proud to announce the collaboration with the ABA Retirement Funds Program, a retirement program built by lawyers for the legal community. Our work with these providers will connect legal professionals and law firms to a retirement plan provider who understands the unique needs of the law industry.
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CBIZ is proud to announce the collaboration with the ABA Retirement Funds Program, a retirement program built by lawyers for the legal community. Our work with these providers will connect legal professionals and law firms to a retirement plan provider who understands the unique needs of the law industry.
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