Automatic Enrollment in Retirement Plans Increased During a Turbulent 2022

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Automatic Enrollment in Retirement Plans Increased During a Turbulent 2022
Handling IRMAA Appeal and Form SSA-44

Handling IRMAA Appeal and Form SSA-44

The income-related monthly adjustment amount, or IRMAA, is a surcharge that high-income earners may pay in addition to their Medicare Part B and Part D premiums. Individuals interested in appealing their IRMAA must submit the appeal via a form and the overall process can seem daunting, but we have helped many clients through it with […]

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Handling IRMAA Appeal and Form SSA-44
Celebrating Women’s History Month

Celebrating Women’s History Month

March is Women’s History Month, a month set aside to honor women’s contributions in American history. As we celebrate this month and throughout the year, we invite you to join us as we recognize and learn more about the women who are shaping our firm and our industry.  Christina Alvarez, FPQP™ Director of Client Services […]

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Celebrating Women’s History Month
Sharing our Vision: a letter from Jeff Weiand, RTD’s Chairman and CEO

Sharing our Vision: a letter from Jeff Weiand, RTD’s Chairman and CEO

While 2022 was a challenging year, particularly from an economic and financial markets perspective, we remain confident that better days are ahead. Staying disciplined and patient has always proven to be the best course of action during uncertain times. This letter, however, is not about the markets or the economy or inflation for that matter. […]

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Sharing our Vision: a letter from Jeff Weiand, RTD’s Chairman and CEO

Employer Retirement Plan Team On the Road

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Employer Retirement Plan Team On the Road

RTD Financial Named to List of Nation’s Top DC Advisor Teams

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RTD Financial Named to List of Nation’s Top DC Advisor Teams

Irene Giman Impact 100 Member Spotlight

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Irene Giman Impact 100 Member Spotlight
Health Insurance Coverage for Young Adults

Health Insurance Coverage for Young Adults

Are you or your child getting close to needing your own health insurance? Unsure of where to start? It’s normal to feel overwhelmed during the process of getting health insurance for the first time. There are ways to alleviate the stress and educate yourself in order to decide what health insurance plan is right for […]

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Health Insurance Coverage for Young Adults

Clarification on 2020 IRA RMD Changes

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Clarification on 2020 IRA RMD Changes

Important Tax Update

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Important Tax Update