Some trends that might affect retirement plans under Trump 2.0

Trump 2.0: Some Predictions

As we enter 2025 there is much speculation about the policies the Trump administration (“Trump 2.0”) will pursue. This blog discusses what might occur under the incoming administration with respect to retirement plans and how the incoming administration could shape the retirement plan landscape.
View Post
Emergency warning alert alarm on Smartphone, Data network protection, Virus alarm.

New Rules for Emergency Distributions

New IRS guidance clarifies provisions of SECURE 2.0 allowing employees to access their funds in an emergency.

View Post