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Uncertainty Brings Incentive - a New Type of Retirement Plan

There is ambiguity in future legislation surrounding retirement savings, taxes, student loans, and COVID-19 support. The Biden proposals could alter the retirement plan landscape, which some anticipate to be a potential heavier regulatory hand in order to promote better workplaces and employment opportunities for all. There is anticipation within the first 100 days of the Biden administration to mandate employers to provide auto-enrollment plans so that almost all workers will have access to an 'automatic 401(k),' and we may see additional incentives for adopting these plans. For small- and mid- sized businesses there is an attractive option that is new this year to consider with several key benefits: a PEP.

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'The Street' (Guest Contributor): 4 Ways to Start the New Year Financially Strong - Interview with Financial Planner Haley Tolitsky

It’s time for new resolutions and goals - here are four simple steps to get your financial ducks in a row. Bob Powell from The Retirement Daily, 'The Street', a financial news and financial literacy website, interviews adviser Haley Tolitsky about how to kick-off the new year strong when planning your finances in this edition of the NextGen Money topic.

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