Retirement Plan Academy: 2024 Investment Themes & Portfolio Changes
The Trust Company of Tennessee’s Retirement Plan Academy helps plan sponsors build knowledge through concise workshops that offer advice and best practices at no cost.
IRS Delays Retirement Plan Legislation
On August 25, 2023, the IRS delayed the effective date for one of the key provisions of SECURE Act 2.0 which impacts the ability for high-income individuals to choose whether their catch-up contribution is made on a pre-tax or after-tax (Roth) basis. This is great news for retirement savers as this would have eliminated a popular tax-break for high-income earners …
Retirement Plan Academy: 401(k) Participant Success through Behavioral Finance
The Trust Company of Tennessee’s Retirement Plan Academy helps plan sponsors build knowledge through concise virtual workshops that offer advice and best practices at no cost.
Retirement Plan Academy: 2023 Investment Themes and Portfolio Changes
The Trust Company of Tennessee’s Retirement Plan Academy helps plan sponsors build knowledge through concise virtual workshops that offer advice and best practices at no cost.
SECURE Act 2.0 – How This Affects You and Your Retirement Plan
After two years of discussion, SECURE Act 2.0 of 2022 was passed on Friday, December 29, 2022. It is the most impactful retirement legislation in the past 15 years, and it received bipartisan support to help Americans save more for retirement. The legislation has many provisions, some which will take effect soon, while others will take effect in the future. …
Retirement Plan Academy: SECURE Act 2.0 – How This Affects Your Retirement Plan
The Trust Company of Tennessee’s Retirement Plan Academy helps plan sponsors build knowledge through concise virtual workshops that offer advice and best practices at no cost.
Retirement Plan Academy: The Suitability of Cryptocurrency in 401(k) Plans
The Trust Company of Tennessee’s Retirement Plan Academy helps plan sponsors build knowledge through concise virtual workshops that offer advice and best practices at no cost.
Worried what volatility means for your retirement savings?
If you’ve been paying attention to the financial markets, you may feel a bit unsettled by the volatility we have seen this year. Stocks have been impacted by a variety of factors including Russia invading Ukraine, inflation, and the Federal Reserve increasing interest rates (which has also impacted bonds). While volatility is a normal part of investing, it may feel scary. …
Retirement Plan Academy: Are Your 401(k) Plan Fees Competitive?
The Trust Company of Tennessee’s Retirement Plan Academy helps plan sponsors build knowledge through concise virtual workshops that offer advice and best practices at no cost.