As you may know, the Setting Every Community Up for Retirement Enhancement Act 2.0 or “SECURE Act 2.0” was passed by Congress and signed into law by President Biden on December 29, 2022. This law builds on the original SECURE Act that was passed and signed into law back on December 20, 2019. The legislation […]
During a year of market volatility, increased inflation, and fear of recession, automatic enrollment 401(k) and 403(b) plans continue to get participants on track to save for retirement. John Iekel, a Senior Writer with the American Retirement Association, summarized findings from the T.Rowe Price 2023 Reference Point Annual Benchmarking Report. He reports that in 2022, […]
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 […]
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 […]
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. […]
Our Employer Retirement Plan team has been on the road this summer attending conferences across the country to increase their knowledge so we can best serve our clients. Nicole Offerman attended the 2022 NAPA 401(k) Summit in Tampa, Fla., featuring keynote speaker Jim Kelly, NFL Football Hall of Famer who spoke on “A Journey […]
PHILADELPHIA, PA — RTD Financial has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement over $100 Million. Unlike other lists, this focuses on individual firms and the assets under advisement related to their defined contribution (DC) practice. RTD has been […]
Irene Giman was featured in a Member Spotlight for Impact100 South Jersey. Click here to read the feature. Impact100 South Jersey is a women’s collective giving group. Their goal is to bring together over 100 diverse and philanthropic-minded members who will combine their contributions to give high-impact grants to local organizations. Each year, they hope […]
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 […]