IRA Provider Insights

PEOs & State Run IRAs Part 7: Conclusion & Re-Cap

Posted by Mark Fleckenstein on Jul 6, 2016 8:00:00 AM
31 states have already explored a state-run IRA program, with 11 of them actually passing some form of legislation. Is your firm ready for this new frontier? 
 
How should your firm react?
 
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Topics: SIMPLE IRAs, Payroll IRA, PEOs, State Run IRAs, Payroll IRAs

PEOs & State Run IRAs Part 6: Rolling Out Your IRA Program

Posted by Mark Fleckenstein on Jun 22, 2016 9:00:00 AM
31 states have already explored a state-run IRA program, with 11 of them actually passing some form of legislation. Is your firm ready for this new frontier? 
 
How should your firm react?
 
Read More

Topics: SIMPLE IRAs, Payroll IRA, PEOs, State Run IRAs, Payroll IRAs

PEOs & State Run IRAs Part 5: Integrating your new IRA program

Posted by Mark Fleckenstein on Jun 8, 2016 7:30:00 AM
31 states have already explored a state-run IRA program, with 11 of them actually passing some form of legislation. Is your firm ready for this new frontier? 
 
How should your firm react?
 
Read More

Topics: SIMPLE IRAs, Payroll IRA, PEOs, State Run IRAs, Payroll IRAs

PEOs & State Run IRAs Part 4: Selecting a Provider

Posted by Mark Fleckenstein on May 25, 2016 7:00:00 AM
31 states have already explored a state-run IRA program, with 11 of them actually passing some form of legislation. Is your firm ready for this new frontier? 
 
How should your firm react?
 
Read More

Topics: SIMPLE IRAs, Payroll IRA, PEOs, State Run IRAs, Payroll IRAs

PEOs & State Run IRAs Part 3: Evaluating your Options

Posted by Mark Fleckenstein on May 11, 2016 7:00:00 AM
31 states have already explored a state-run IRA program, with 11 of them actually passing some form of legislation. Is your firm ready for this new frontier? 
 
How should your firm react?
 
Read More

Topics: SIMPLE IRAs, Payroll IRA, PEOs, State Run IRAs, Payroll IRAs

PEOs & State Run IRAs: Part 2

Posted by Mark Fleckenstein on Apr 27, 2016 8:00:00 AM
31 states have already explored a state-run IRA program, with 11 of them actually passing some form of legislation. Is your firm ready for this new frontier? 
 
How should your firm react?
 
Read More

Topics: SIMPLE IRAs, Payroll IRA, PEOs, State Run IRAs, Payroll IRAs

Marketing the Benefits of Payroll IRAs

Posted by Daniel McFarland on Jan 28, 2016 9:34:10 AM

So you want to offer a Payroll IRA program to your clients, but you aren’t sure how to get them on board. Today we’re going to offer you some quick advice on how to promote the benefits of a payroll IRA program and appeal the plan to your potential clients and their employees.

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Topics: Payroll IRA, Payroll IRAs

The Future of Retirement - 5 Benefits of Payroll IRAs

Posted by Daniel McFarland on Oct 14, 2015 11:30:00 AM

It’s the year 2015, and according to Back to the Future II, we should all be experiencing technological feats such as hoverboards, flying cars, and dehydrated Pizza Hut dinners. Although we aren’t exactly as advanced as director Robert Zemeckis predicted, there is one change financial firms can make to step into the future. That future involves Payroll Deduction IRAs. Here are 5 reasons Payroll IRAs will become the new standard in retirement plans.

 

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Topics: Payroll IRA

More States Plan to Follow in Illinois' State-Run IRA Footsteps

Posted by Cherie Steffen on Jul 28, 2015 9:30:00 AM

A few weeks ago, we informed you about MyRA, the Obama-led, federal-run IRA program, and most recently about Illinois as it became the first to have a state-run IRA program. Now, there are more states planning to follow suit if their legislations should pass. If you’ve read either of our two previous posts, you know our views on this. But before we dive into that, beginning alphabetically, let’s take a look at what the individual states are planning to do.

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Topics: Payroll IRA

Illinois Secure Choice Savings Program: We Offer a Better Choice

Posted by Cherie Steffen on Jul 9, 2015 9:30:00 AM

While reading the newspaper, scrolling online, or listening to the news, it’s difficult to avoid a story about how Americans are not saving enough for retirement. Statistics, graphs, and percentages are presented to you almost daily as a reminder that you need to have already saved XYZ amount or at least begin saving immediately. The state of Illinois knows this; they believe they have the answer to their residents’ stashing struggles. It’s called the Illinois Secure Choice Savings Program. But is this choice really the answer to the retirement savings dilemma?

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Topics: Payroll IRA

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This blog is our attempt to provide useful information on IRA-specific news, as well as interesting commentary on issues facing the retirement industry in general. We hope you find it helpful and informative. Have a topic suggestion? Comment below!

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