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BY Ted Godbout 5/6/2024
During the height of COVID, many workers quit their jobs in droves, which led to the coining of the term “The Great Resignation,” but are they now regretting it? A new survey of U.S. workers examines job satisfaction among those who left and those who stayed.
As part of a job satisfaction survey...
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BY NAPA Net Staff 5/6/2024
What's in the episode?
Research and consulting giant Morningstar was cited over 40 times in the final fiduciary rule release, officially called the Retirement Security Rule. The reason was largely due to the data and information for which the company is known.
Aron Szapiro, Head of Government...
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BY John Iekel 5/6/2024
The effects of the SECURE 2.0 Act cover the gamut from profound and far-reaching to the more mundane yet still important—and that includes reporting about certain retirement plans and saving arrangements.
In FS-2024-18, a fact sheet issued May 2, the IRS reminds businesses that beginning with tax...
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BY NAPA Net Staff 5/6/2024
Ubiquity Retirement + Savings started a new era in their journey, unveiling a new logo and revamped website that are part of their larger rebranding initiative, the firm announced May 2.
Their brand name will stay the same, but they will be represented by new design components and upgraded tools...
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BY NAPA Net Staff 5/6/2024
Listen on iTunes | Listen on Spotify | Listen on Google Podcasts
What common services or actions make managing a retirement plan challenging for plan advisors and their clients? What are the main points plan advisors and plan sponsors should know about plan termination? How does auto...
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BY Nevin E. Adams, JD 5/6/2024
Although the beneficiary designation in a 401(k) plan was old, and tied to a previous relationship, a federal court concluded that it was nonetheless valid.
The case involves the balance—some $754,006.54—accumulated by one Jeffrey Rolison in the Proctor & Gamble 401(k) from his date of...
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BY John Iekel 5/6/2024
CalSavers, one of the first state-run programs that provides retirement plan coverage for private-sector employees whose employers do not, continues to grow—especially in assets.
As one of the longest-lived such programs, CalSavers provides a useful snapshot regarding how such plans function and...
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BY John Sullivan 5/3/2024
In a Friday afternoon news release, the Internal Revenue Service (IRS) clarified rules for distributions from retirement plans and IRAs for individuals impacted by major disasters.
The Frequently Asked Questions (FAQ) in Fact Sheet 2024-19 relate to the SECURE 2.0 Act of 2022 (SECURE 2.0)...
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BY Nevin E. Adams, JD 5/3/2024
Well, here we are again at the end of yet another workweek … and yet, just look at what has happened to these guys and gals…
In the Tuskegee National Forest, Alabama, Abubakar Tahiru, 29, has set a new world record…
This Interactive Map ranks every county in America from drunkest to driest...
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BY Nevin E. Adams, JD 5/2/2024
As expected, and with the ink barely dry on the new Retirement Security regulation, the first lawsuit challenging the rule has been filed.
It seeks to vacate the 2024 Fiduciary Rule and amendment to PTE-84-24 under the Administrative Procedures Act (“APA”) on the grounds that they are “contrary to...
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