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  • Home
  • About Us
    • Beau Beaullieu
    • Shawn P. Harrison
    • Jeremy Callegan
    • Chase Buteaux
    • David W. Briley
    • Jason Dickerson
    • Mitchel Pertuit
  • Services
    • 401(k) Services
    • Fiduciary Services
    • Executive Benefits
    • Financial Wellness For The Workplace
  • Blog
  • Login
    • Voya 401k Access
    • John Hancock 401k Access
    • Empower 401k Access
    • Fidelity 401k Access
    • American Funds 401K Access
    • Access Your Brokerage Account
    • RSG 401k
    • July 401k
    • Nationwide
  • Contact Us
  • Check Us Out on Broker Check

Archives

Author Archive for: "JCallegan"
Home » Archives for Jeremy Callegan
 What’s to Come with SECURE Act 2.0 in 2025: Key Changes and Impacts on Your Retirement
0
By Jeremy Callegan
In Uncategorized
Posted November 1, 2024

What’s to Come with SECURE Act 2.0 in 2025: Key Changes and Impacts on Your Retirement

The SECURE Act 2.0 is a major piece of retirement reform legislation designed to improve and expand access to retirement savings for Americans. Passed in 2022 as a follow-up to the original [...]

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 Understanding ERISA Fidelity Bond Coverage
0
By Jeremy Callegan
In Uncategorized
Posted August 6, 2024

Understanding ERISA Fidelity Bond Coverage

Employee Retirement Income Security Act (ERISA) is a federal law that sets minimum standards for most voluntarily established retirement and health plans in private industry, providing protection [...]

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 Avoid Legal Penalties by Understanding FLSA Changes
0
By Jeremy Callegan
In Uncategorized
Posted April 4, 2024

Avoid Legal Penalties by Understanding FLSA Changes

Owning a business and managing a workforce is more than a full-time job. This all-encompassing role comes with loads of paperwork and ever-changing compliance regulations. One such law, the Fair [...]

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 Market Returns during Presidential Election Years
0
By Jeremy Callegan
In Uncategorized
Posted January 16, 2024

Market Returns during Presidential Election Years

If it’s Leap Year, it’s a Presidential Election Year—and that’s true of 2024. Get ready for the onslaught of radio and tv ads, as well as red, white, and blue yard signs and direct mail pieces. [...]

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 Don’t Limit Your Employees to a State Retirement Plan
0
By Jeremy Callegan
In Uncategorized
Posted September 6, 2023

Don’t Limit Your Employees to a State Retirement Plan

As part of SECURE Act 2.0, passed in late December 2022, Eligible Automatic Contribution Arrangement is required for 401(k) and certain 403(b) plans in plan years after December 31, 2024. Such [...]

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 SECURE Act 2.0 Mandatory Provisions
0
By Jeremy Callegan
In Uncategorized
Posted May 10, 2023

SECURE Act 2.0 Mandatory Provisions

In late December 2022, Congress passed the Consolidated Appropriations Bill (2023) that included provisions of a retirement bill now known as SECURE Act 2.0. The focus of the bill is [...]

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