Secure Act

24 Aug Study by Greenwald & Assoc & CANNEX

Posted at 16:28h in 401(k), Secure Act by Troy Tisue 0 Comments

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The Sixth Annual Study by Greenwald & Assoc & CANNEX survey of advisors and consumers on guaranteed lifetime income has been released. Not surprisingly, guaranteed lifetime income products become more attractive during market downturns; in 2020, 71% of individuals said annuities serve as a highly...

05 Aug Brown’s Backlash

Posted at 16:09h in 401(k), Business, Cares Act, Mep, Pep, Secure Act by Troy Tisue 0 Comments

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There has justifiably been much backlash to Aaron Brown’s July 21 Bloomberg editorial claiming that 401(k) plans no longer make sense given fees and tax rates. Steve Vernon gives a great response in his “Yes, Virginia, it Still Makes Sense” article. Employer provided retirement plans...