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401k › SECURE Act › Financial Services Industry

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Are We Robbing Peter to Pay Paul?

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The 401(k) match has long been one of the most powerful tools for building retirement savings. It’s the “free money” we’ve all been trained to chase—and advise our clients to chase. So when Fidelity, Schwab, and others start...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Student loan match provider shows some good numbers

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Candidly, an AI-driven student debt and savings optimization platform issues a report on the effectiveness of their Student Loan Retirement Match program, which was allowed SECURE 2.0....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Walgreens adds student loan match

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Walgreens announced the launch of its Student Loan 401(k) Match Program, a benefit for student loan borrowers who are 401(k) participants that were made available by the SECURE 2.0 Act of 2022....more

Faegre Drinker Biddle & Reath LLP

SECURE Act and Guaranteed Income (Part 3)

Faegre Drinker Biddle & Reath LLP on

The introduction to my last two posts, SECURE Act Part 1 and SECURE Act Part 2, explained: There are two parts of the SECURE Act that I believe will have the greatest impact on my clients: plan sponsors and plan service...more

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