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Callan Family Office

Categories: Defined Contribution

December 23, 2019
What You Need to Know About the SECURE Act
The most substantial legislation affecting retirement since the Pension Protection Act of 2006 became law recently. Known as the SECURE Act (for Setting Every Community Up for Retirement Enhancement).
December 13, 2019
Key DC Plan Limits for 2020
November 18, 2019
Participant Notices: Boring but Important
November 1, 2019
Brokerage Windows: Get the Full View
September 18, 2019
DC Plan Hacks: Tips for an Efficient Design
August 13, 2019
IRS Provides Further Tailwinds to Open MEPs
May 1, 2019
Legislative Fixes for the Student Debt Tsunami
April 29, 2019
The Impact of Vendor Consolidation: Wells Fargo and Principal
After much industry speculation, Principal Financial Group is acquiring Wells Fargo’s Institutional Retirement and Trust (IRT) business for $1.2 billion.
March 13, 2019
Bill Would Create Annuity Safe Harbor
February 27, 2019
Steps to Make DC Plans Good (and Avoid Bad or Ugly Outcomes)
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