IRS Issues Proposed Regulations on Automatic Enrollment Requirement

By Ian Berger, JD IRA Analyst   One important provision of the 2022 SECURE 2.0 law is the requirement that most new 401(k) and 403(b) plans must institute automatic enrollment. This rule is effective for plan years beginning after December 31, 2024. A “plan year”...
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Despite all of the uncertainties within the investment landscape, global markets were able to post nice gains last week.  Fourth-quarter earnings continued to roll in with notable results from Coca-Cola, McDonald’s, Roku, Cisco Systems,...
Capturing the Opportunity: Medicare Advantage Trends to Watch in 2025

Capturing the Opportunity: Medicare Advantage Trends to Watch in 2025

Key lessons learned from the 2025 Medicare Annual Enrollment Period (AEP); plus actionable strategies for Medicare Advantage plans looking to improve member experience and reduce costs. 2025 is set to be a pivotal year for Medicare plans nationwide. As the market...