2020 United States federal budget

Special Needs Alliance Announces Passing of the Special Needs Trust Improvement Act of 2022

Retrieved on: 
Wednesday, January 18, 2023
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TUCSON, Ariz., Jan. 18, 2023 /PRNewswire/ -- The Special Needs Alliance (SNA) , a national organization comprised of attorneys committed to the practice of disability and public benefits law, is proud to have advocated for and supported the recent passing of the Special Needs Trust (SNT) Improvement Act of 2022.

Key Points: 
  • TUCSON, Ariz., Jan. 18, 2023 /PRNewswire/ -- The Special Needs Alliance (SNA) , a national organization comprised of attorneys committed to the practice of disability and public benefits law, is proud to have advocated for and supported the recent passing of the Special Needs Trust (SNT) Improvement Act of 2022.
  • The passing of this law is a huge win for families wanting to support both their loved ones and nonprofit organizations.
  • "We are thrilled that the Special Needs Trust Improvement Act was signed into law as a part of the recently passed 1653-page Consolidated Appropriations Act, 2023 (a.k.a.
  • "We are excited to announce that with the passing of this law, there shouldn't be any ambiguity; most charities can now be named as a remainder beneficiary of a Special Needs Trust receiving retirement assets.

Vestwell Joins Forces with Carson Group to Launch Carson Complete 401(k)

Retrieved on: 
Tuesday, January 10, 2023
Retirement, 2020 United States federal budget, Hopkins, Partnership, Small business, Pain, SMB, Financial adviser

NEW YORK, Jan. 10, 2023 /PRNewswire-PRWeb/ -- Today, Vestwell, a leading small business retirement provider and individual savings platform, announced a new partnership with Carson Group. Vestwell will provide a SMB component to Carson Group's new Carson Complete 401(k) offering, a program that will allow advisors to seamlessly scale their small and midsize business retirement plan practices.

Key Points: 
  • Vestwell will provide a SMB component to Carson Group's new Carson Complete 401(k) offering, a program that will allow advisors to seamlessly scale their small and midsize business retirement plan practices.
  • "We are thrilled to launch Carson Complete 401(k) and partner with a leader in the advisor-sold small plan market," said Jamie Hopkins, managing partner of wealth solutions for Carson Group.
  • "We believe Carson Complete 401(k) will be a key addition to our retirement offerings," Hopkins added.
  • The Carson Complete 401(k) offering includes extensive back-office and data integrations and a home office 3(38) solution.

Surgent Accounting & Financial Education Presents New Online CPE Course on Just-Passed SECURE 2.0 Act of 2022

Retrieved on: 
Sunday, January 1, 2023
Education, ACSM American Fitness Index, CE, Curriculum, Senate, Retirement, Introduction, House, CPE, Multimedia, Accounting, Legislation, 2020 United States federal budget, Associate, Financial adviser, Medicine, IRAS

RADNOR, Pa., Dec. 23, 2022 /PRNewswire/ -- Surgent Accounting & Financial Education, a division of KnowFully Learning Group, today announced a new online continuing professional education (CPE) course that covers the SECURE 2.0 Act of 2022 and associated changes to IRAs and qualified retirement plans. The legislation passed the House and the Senate and is on its way to President Biden's desk for his signature. 

Key Points: 
  • RADNOR, Pa., Dec. 23, 2022 /PRNewswire/ -- Surgent Accounting & Financial Education , a division of KnowFully Learning Group, today announced a new online continuing professional education (CPE) course that covers the SECURE 2.0 Act of 2022 and associated changes to IRAs and qualified retirement plans.
  • Surgent Accounting & Financial Education, a division of KnowFully Learning Group, is a provider of the high-impact education experiences that accounting, tax and financial professionals need throughout their careers.
  • The KnowFully Learning Group provides continuing professional education, exam preparation courses and education resources to the accounting, finance and healthcare sectors.
  • The company provides exam preparation and continuing education for accounting, finance, and tax professionals under the Surgent Accounting & Financial Education brand.

NAIFA Hails Passage of SECURE 2.0 and RILA Act to Benefit Consumers Preparing for Retirement

Retrieved on: 
Friday, December 23, 2022
Security (finance), Rila Monastery, National Association, Education, Omnibus Appropriations Act, 2009, Hill, LACP, Retirement, Insurance, Conference, White House, Publication, Special adviser (UK), RILA, SIMPLE, Congress, Legislation, 2020 United States federal budget, White, Registered, Animal, Financial adviser, Life insurance, Health insurance, Ethics

FALLS CHURCH, Va., Dec. 23, 2022  /PRNewswire-PRWeb/ -- Passage of the Registered Index-Linked Annuities (RILA) Act and the SECURE Act 2.0 as part of the 2023 Omnibus Appropriations bill greatly benefits consumers as well as the insurance financial professionals who help them prepare for retirement and achieve financial security. The National Association of Insurance and Financial Advisors (NAIFA) has strongly advocated on behalf of both pieces of legislation.

Key Points: 
  • "SECURE 2.0 will also make it easier for more companies to offer retirement plans for their employees.
  • NAIFA advocates have had additional meetings with lawmakers and sent letters urging passage of SECURE 2.0 and the RILA Act.
  • SECURE 2.0 is a retirement savings reform package that builds on the original SECURE Act.
  • NAIFA members in every congressional district advocate on behalf of producers and consumers at the state, interstate and federal levels.

LPL Financial Study on Secure 2.0 Supports Passage of Federal Retirement Legislation

Retrieved on: 
Thursday, December 8, 2022
United States Senate Finance Subcommittee on Social Security, Pensions, and Family Policy, Prisoners' Earnings Act 1996, House, LPL Financial, Communication, 2020 United States federal budget, RIA, Small business, RISE, Congress, Growth, Legislation, Face, Senate, AUM, Financial plan, Financial institution, IRS, Retirement, LPL, LPLA, Financial adviser, Health insurance

CHARLOTTE, N.C., Dec. 08, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today released a study showing the positive impact that the federal bipartisan retirement legislation, informally known as SECURE 2.0, would have on incentivizing Americans to save.

Key Points: 
  • CHARLOTTE, N.C., Dec. 08, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today released a study showing the positive impact that the federal bipartisan retirement legislation, informally known as SECURE 2.0, would have on incentivizing Americans to save.
  • “I started on this effort to improve retirement security years ago with my colleague and friend Senator Rob Portman.
  • Overall, more than 95% of respondents support federal retirement legislation and believe that these bills would help alleviate challenges that individuals face when trying to save for retirement.
  • Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC.

Paychex Reveals Top Regulatory Issues for Businesses in 2023

Retrieved on: 
Thursday, December 15, 2022
Scientific Research and Experimental Development Tax Credit Program, Research and Development Tax Credit, Paycheck Protection Program, Fair Labor Standards Act of 1938, Small business, Research, PAYX, Privacy, FLSA, 2020 United States federal budget, Collection, Small Business Administration, RMD, COVID-19, Growth, Inflation, Paychex, PPP, Legislation, HR, Risk, Insurance, Health insurance

The company's list, compiled annually, outlines the most prominent compliance-related topics employers will need to contend with in 2023 and explores the legislative and regulatory context surrounding these issues.

Key Points: 
  • The company's list, compiled annually, outlines the most prominent compliance-related topics employers will need to contend with in 2023 and explores the legislative and regulatory context surrounding these issues.
  • With more legislative shifts on the horizon, Paychex will continue to support America's businesses, helping them navigate the compliance landscape and remain successful."
  • For a full list, visit this top regulatory issues of 2023 article .
  • Paychex, Inc. (Nasdaq: PAYX) is a leading provider of integrated human capital management solutions for human resources, payroll, benefits, and insurance services.

Ed Slott and Company Named 2022 ThinkAdvisor LUMINARY Award Winner for Thought Leadership and Education

Retrieved on: 
Tuesday, November 22, 2022
Ed Slott, The American College of Financial Services, Schloss, Financial services, Q&A, Partnership, 2020 United States federal budget, Elite, Nevskaya Oil Pipeline Company LLC, Education, Retirement, SECURE Act of 2019, CPAS, Penguin Random House, American College, CPA, CE, IRA, Finance, Financial adviser

NEW YORK, Nov. 22, 2022 /PRNewswire/ -- Ed Slott and Company, LLC, the nation's leading provider of IRA distribution education for financial advisors, CPAs, insurance agents and attorneys, has been named an award winner of ThinkAdvisor's LUMINARIES 2022 for the "Thought Leadership and Education" category. This award is designed to recognize firms making outstanding efforts to better understand and train new and existing industry participants. The recognition for Ed Slott and Company comes after it launched its on-demand, CE-approved, 12-course program, IRA Success, in partnership with The American College of Financial Services in the spring of 2021. 

Key Points: 
  • NEW YORK, Nov. 22, 2022 /PRNewswire/ -- Ed Slott and Company, LLC, the nation's leading provider of IRA distribution education for financial advisors, CPAs, insurance agents and attorneys, has been named an award winner of ThinkAdvisor's LUMINARIES 2022 for the "Thought Leadership and Education" category.
  • This award is designed to recognize firms making outstanding efforts to better understand and train new and existing industry participants.
  • In addition to this new initiative, Ed Slott and Company has continued to provide a robust series of educational and training resources.
  • ABOUT ED SLOTT AND COMPANY, LLC:Ed Slott and Company, LLC is the nation's leading provider of technical IRA education for financial advisors, CPAs and attorneys.

Lincoln Financial Launches Candid Conversations on Workplace Benefits

Retrieved on: 
Monday, October 24, 2022
Professional Services, Human Resources, Finance, Lincoln National Corporation, LinkedIn, Insurance, Employment, NYSE, 2020 United States federal budget, Lincoln, Corporate Equality Index, SECURE Act of 2019, Research, Twitter, Instagram, Multimedia, Dow Jones, LNC, Optimism, Morale, Bloomberg, Solution, FTSE4Good Index, Retirement, Health insurance, Facebook

During National Retirement Security Month, Lincoln Financial Group (NYSE: LNC) invites employers to join the conversation on timely topics that impact how employees view benefits.

Key Points: 
  • During National Retirement Security Month, Lincoln Financial Group (NYSE: LNC) invites employers to join the conversation on timely topics that impact how employees view benefits.
  • Through a series of Candid Conversations, they can learn more about guaranteed income, supporting their employees well-being and employee retention from industry experts.
  • Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism.
  • Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates.

Andersen Welcomes Managing Director Amber Salotto to US National Tax Practice

Retrieved on: 
Thursday, October 6, 2022
Finance, Consulting, Accounting, Professional Services, Legal, Privacy Office of the U.S. Department of Homeland Security, Deloitte, City, JD, Andersen Tax, Amber, 2020 United States federal budget, Act, Treasury, TCJA, U.S. Department of the Treasury, Office of Inspector General, New York University Tisch School of the Arts, Andersen Global, BA, Association, COVID-19, Compliance, Insurance, Accounting, Andersen

Andersen welcomes Managing Director Amber Salotto to the US National Tax Practice and the Washington, D.C. office.

Key Points: 
  • Andersen welcomes Managing Director Amber Salotto to the US National Tax Practice and the Washington, D.C. office.
  • Amber has more than 19 years of experience in law and public accounting focusing on complex tax and regulatory matters.
  • Previously, Amber was a part of Deloitte's Washington National Tax compensation & benefits practice where she specialized in compliance related to compensation arrangements including executive compensation, qualified plans, mergers and acquisitions and cryptocurrency as compensation.
  • Ellen MacNeil, Managing Director of US National Tax for Andersen, commented, Ambers deep experience will serve Andersens clients well.

Lincoln Financial Group Names Matt Condos Senior Vice President, Retirement Plan Services Product

Retrieved on: 
Monday, September 26, 2022
Finance, Banking, Accounting, Professional Services, Asset Management, FTSE4Good Index, Culture, LNC, FINRA, Twitter, NYSE, Bryant University, Business administration, Lincoln National Corporation, Dow Jones, VOYA, LinkedIn, Retirement, 2020 United States federal budget, Optimism, Society of Actuaries, Bloomberg, Corporate Equality Index, Instagram, Johnson Financial Group, Solution, Norris Production Solutions, Lincoln, Insurance, Multimedia, SECURE Act of 2019, Management, Facebook

Lincoln Financial Group (NYSE: LNC) announced today that Matt Condos has been named senior vice president, Retirement Plan Services Product.

Key Points: 
  • Lincoln Financial Group (NYSE: LNC) announced today that Matt Condos has been named senior vice president, Retirement Plan Services Product.
  • Condos will report to Ralph Ferraro, president of Retirement Plan Services, and will join the companys Corporate Leadership Group.
  • Condos joined Lincoln Financial in 2017 as vice president, Retirement Plan Services Product Management.
  • Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism.