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Insights for Participants

Saving & Investing for Retirement

1 - How much do you need to save for a secure retirement?

2 - How to build an investment portfolio

Appendix A: Key Investment Terms

Technical Guidance for Stakeholders

SECURE 1.0

Table of Provisions | Division O - SECURE ACT

SECURE 2.0

.Table of Provisions | Division T - Consolidated Appropriations Act

Designating employer contributions as Roth contributions

Hardship Distributions | Participant Certification

Long-term part-time Employees

Modifications to Pooled Employer Plans

Modifications to RMD Rules

Repayment of Qualified Birth or Adoption Distribution

Start-up Tax Credits for Small Employers

Comparison | SIMPLE IRA vs 401(k) Plan

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Insights for Participants

3 articles

Saving & Investing for Retirement

This series of articles simplifies the process of (1) determining how much you need to save for retirement, (2) how to build an effective portfolio. An appendix of basic investment terms and philosophies can be found here.

3 articles by 1 author

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