Insights for Industry Professionals

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SECURE 2.0 Retirement Reforms Enhance Pooled Employer Plan Market

SECURE Act 2.0 has made pooled employer plan arrangements more flexible and easier to administer. The original SECURE Act expanded pooled plan arrangements, but SECURE…

January 11, 2023  | read icon 3 min read

U.S. capital at sunset

SECURE 2.0 Retirement Reform Legislation Passed

The SECURE Act 2.0 is part of the spending bill released on Dec. 19, 2022 and signed into law on Dec. 29 2022. During the…

December 29, 2022  | read icon 7 min read

U.S. Capital at sunset

Are you feeling ready? Secure Act 2.0 retirement reforms

In March, the House of Representatives passed the Securing a Strong Retirement Act of 2022 (commonly known as Secure Act 2.0) by a wide bipartisan…

May 16, 2022  | read icon 4 min read

Pioneering to Serve Intercultural Clients Better : NAIFA Diversity Champion Stephen Kagawa

Pioneering to Serve Intercultural Clients Better: NAIFA Diversity Champion Stephen…

Looking through the eyes of those we serve. Aligning our offerings, processes, networks, and alliances to their needs.

May 28, 2021  | read icon 6 min read

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