Insights

Woman sitting with couple discussing target date fund options

How Common are Automatic Enrollment and Target Date Funds in 401(k) Plans?

By Parker Elmore | March 2, 2021

As employers and plan sponsors look for ways to improve employee participation and engagement in their 401(k) plans, a common…

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House Committee COVID-19 Relief Package includes Affordable Care Act & COBRA Subsidy Boost

By Parker Elmore | February 24, 2021

The recent markup of the COVID-19 relief package in the House of Representatives includes key subsidy boost for both COBRA…

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House Committee Advances Single-Employer Pension Plan Provisions for the New COVID-19 Relief Package

By Parker Elmore | February 22, 2021

On February 12, 2021, the House Ways and Means Committee approved additions to the new COVID-19 relief package that will most likely…

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Person sitting at the end of a dock on a large lake

Are Your Retirement Assets Protected?

By Parker Elmore | February 4, 2021

For many, asset protection is an after-thought, if thought about at all. Are you aware that retirement accounts such as…

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Paper with Welcome Aboard written across the top and a cup of coffee next to it

Odyssey Advisors Welcomes Two New Faces to the Team

By Stephanie Irvin | January 29, 2021

Odyssey has expanded it’s team at the East Coast office based in Colchester, Connecticut to include two newly established positions…

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Tax documents surrounding by the scrabble letters spelling out Tax Season and a calculator

Ways to Reduce Your Taxable Income & Save Money

By Parker Elmore | January 26, 2021

Background December 2017, the Tax Cuts and Job Act (“TJCA”) was signed into effect. If you’re the owner of a…

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Close up of a man's hands who is dressed in a business suit. His hand has stopped a line of falling blocks from hitting the rest of the blocks still standing.

Pension Contributions at Risk due to COVID-19

By Sarah Rothenberg | January 22, 2021

As we try to bestow good tidings and wishes onto 2021, we must also weather the aftershocks of 2020 which…

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2020 OPEB Trend Report

2020 Year-End OPEB Trend Report

By Sarah Rothenberg | January 19, 2021

Our OPEB experts gathered the data and crunched the numbers to bring you our annual year-end OPEB Trend Report. The…

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Two business professionals look at financial documents and using a calculator

Municipal Borrowing Hits 10-Year High due to COVID-19 and What it Means for You

By Sarah Rothenberg | January 14, 2021

The Wall Street Journal recently reported that municipal bond issuance hit a 10-year high of $252 billion in 2020 and…

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