Sarah Simoneaux - Retireholics
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https://www.napa-net.org/news-info/daily-news/missouri-retirement-savings-plan-under-consideration
Missouri Retirement Savings Plan Under Consideration
The Show Me State is on the verge of committing to a state-run retirement plan for private-sector employees. Legislation that would create the Missouri Workplace Retirement Savings Plan has passed the state House of Representatives, and the Senate is poised to take up its version.
www.napa-net.org
https://www.napa-net.org/news-info/daily-news/hawaii-may-say-aloha-unique-auto-ira-plan
The Aloha state is poised to set in motion a state retirement plan that would be unique among its counterparts—employees would have to opt in, and a retiree would be among the members of the board administering the program. On May 3, the Hawaii Senate and House of Representatives both voted in favor of S. 3289, a bill that would establish the Hawaii Retirement Savings Program, a state-run retirement plan for employees in the state whose employers do not provide one. The measure passed the Senate unanimously; in the House there was only one dissenting vote.
www.napa-net.org
https://www.myfidelitysolutions.com/s/TPA-servicemodel?ccsource=em_b2b_W137273-05APR22_AdvQ2_News_tpa_support_lnk
Now more than ever, small to mid-sized businesses are finding they need support and guidance with retirement and benefits planning and are turning to Third Party Administrators (TPAs). For years, we have worked with advisors and TPAs to help deliver successful retirement plans to our clients. Today, we have many clients with TPAs, and remain committed to working together even more. With our commitment to customer service at the core of everything we do, and the fact that over 2/3 of our clients have less than 150 employees¹ we feel like we are uniquely positioned to grow our business together. We understand the service that TPAs bring to clients, especially for those in the core market with complex needs. As a result, we have ramped up our support for TPAs.
https://401kspecialistmag.com/sxsw-like-event-for-wealth-management-future-proof-festival-lineup-announced/
'SXSW-Like' Event for Wealth Management: Future Proof Festival Lineup Announced - 401K Specialist
The wealth management industry will get its own sort of “South by Southwest (SXSW)” experience at the inaugural Future Proof Festival this September in Southern California. Expected to be one of the largest wealth and fintech events ever, Future Proof Festival today unveiled the initial four-day agenda for the first-of-its-kind in-person festival on the future of wealth.
401kspecialistmag.com
https://futureproof.advisorcircle.com
Home - Future Proof
Don't miss this year’s Future Proof conference, built specifically for the wealth management industry. See you in Huntington Beach, CA this September
futureproof.advisorcircle.com
Missouri Retirement Savings Plan Under Consideration
The Show Me State is on the verge of committing to a state-run retirement plan for private-sector employees. Legislation that would create the Missouri Workplace Retirement Savings Plan has passed the state House of Representatives, and the Senate is poised to take up its version.
www.napa-net.org
https://www.napa-net.org/news-info/daily-news/hawaii-may-say-aloha-unique-auto-ira-plan
The Aloha state is poised to set in motion a state retirement plan that would be unique among its counterparts—employees would have to opt in, and a retiree would be among the members of the board administering the program. On May 3, the Hawaii Senate and House of Representatives both voted in favor of S. 3289, a bill that would establish the Hawaii Retirement Savings Program, a state-run retirement plan for employees in the state whose employers do not provide one. The measure passed the Senate unanimously; in the House there was only one dissenting vote.
www.napa-net.org
https://www.myfidelitysolutions.com/s/TPA-servicemodel?ccsource=em_b2b_W137273-05APR22_AdvQ2_News_tpa_support_lnk
Now more than ever, small to mid-sized businesses are finding they need support and guidance with retirement and benefits planning and are turning to Third Party Administrators (TPAs). For years, we have worked with advisors and TPAs to help deliver successful retirement plans to our clients. Today, we have many clients with TPAs, and remain committed to working together even more. With our commitment to customer service at the core of everything we do, and the fact that over 2/3 of our clients have less than 150 employees¹ we feel like we are uniquely positioned to grow our business together. We understand the service that TPAs bring to clients, especially for those in the core market with complex needs. As a result, we have ramped up our support for TPAs.
https://401kspecialistmag.com/sxsw-like-event-for-wealth-management-future-proof-festival-lineup-announced/
'SXSW-Like' Event for Wealth Management: Future Proof Festival Lineup Announced - 401K Specialist
The wealth management industry will get its own sort of “South by Southwest (SXSW)” experience at the inaugural Future Proof Festival this September in Southern California. Expected to be one of the largest wealth and fintech events ever, Future Proof Festival today unveiled the initial four-day agenda for the first-of-its-kind in-person festival on the future of wealth.
401kspecialistmag.com
https://futureproof.advisorcircle.com
Home - Future Proof
Don't miss this year’s Future Proof conference, built specifically for the wealth management industry. See you in Huntington Beach, CA this September
futureproof.advisorcircle.com
