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Keeping Up With SECURE 2.0 Changes

When the SECURE [Setting Every Community Up for Retirement Enhancement] 2.0 Act passed in 2022, advisers, plan sponsors and recordkeepers embarked on a long road of implementation. Although some...

Month-in-Review: January 2025

Quick Takes Mag 7 Lags Stocks. Equity indices rose in January as the S&P 500 index increased 2.7%, the Dow rose 4.7%, and the Russell 2000 was up 2.6%. Despite a strong overall month, the...

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