Ron Sanchez, CFP®, CDFA®’s Post

The enactment of the SECURE 2.0 Act introduced a new era of retirement plan administration, and it’s a lot for one person to manage alone. That’s why many plan sponsors establish retirement plan committees to help with administration and oversight of the plan. Read more in Anne Morris' latest article: https://lnkd.in/ejTiAkaM #plansponsors #retirementplans #benefitplans

The landscape of retirement planning is continually evolving, with recent legislative and regulatory changes having significant implications for both plan sponsors and participants. Understand more about the most recent changes https://lnkd.in/gUEKvZ3Y

Learn the most important factors to remember when implementing a successful retirement plan committee with this plan sponsor guide: #retirement

Learn the most important factors to remember when implementing a successful retirement plan committee with this plan sponsor guide: #retirement

Not all retirement plans are created equal. Let’s take a deep dive into ERISA and IRS guidelines to ensure your retirement strategy is both compliant and efficient. https://lnkd.in/gUEKvZ3Y

New in Action! magazine 💡 Discover key insights financial advisors need regarding the new DOL Retirement Security Rule, including its impact on retirement planning and compliance >> https://lnkd.in/eE4yAYUJ

What does it take to run a top-notch retirement plan committee? Use this guide to discover tips on how to build an effective committee based on the size and needs of your organization: https://vist.ly/3dbrp #retirementplans #Retirementplanning #financialplanner #financialplnning #wealthmanagement

So you've mastered retirement plan autoenrollment; what's next? Check out this piece featuring my colleague Karen Casillas, AIF®, CPFA®, CFS, NQPC™, RI(k) on some of the next-level steps that plan sponsors can take after autoenrollment. #retirementplans

According to our new report from Cogent Syndicated, retirement plan advisors value the SECURE 2.0 Act, recognizing its potential to enhance retirement savings momentum. DC plan sponsors, meanwhile, welcome additional SECURE 2.0 guidance and want to understand the implications and opportunities for their organizations. This presents plan advisors with a great opportunity to build stronger relationships with plan sponsor clients and provide more value-add services. Read the full release: https://hubs.li/Q02d99D-0 #mrx #financialadvisors #retirementplanning

Living on Social Security alone during retirement isn’t appealing for most of us, since the maximum benefit is around $46,000/year ... There are an array of additional services spanning investments, insurance, retirement planning, estate planning and tax mitigation strategies to add additional strength to your planning.