What Happens if I Don’t Name a Beneficiary? Who Gets My 401(k)?

By Parker Elmore | April 7, 2021

KEY POINTS Neglecting to name a beneficiary means your assets may be designated to your estate and become subject to…

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Small Business Owner standing with an ipad in the front of a restaurant

SECURE Act 2.0 and What You Need to Know

By Andrew Taggart, ASA, MAAA | March 25, 2021

KEY POINTS A new bill has been introduced to the House which will build upon recent changes made with the…

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Mid-aged man helps older woman determine her required minimum distribution amounts for 2021

Required Minimum Distributions are Back. Tell a Friend.

By Parker Elmore | March 16, 2021

Key Points The one-year waiver of required minimum distributions (RMDs) for retirement accounts that were authorized under the CARES Act…

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A man and a woman reviewing Medicare Advantage Plans

What is Medicare Advantage?

By Sarah Rothenberg | March 5, 2021

Wading through all of the insurance plans out there can be overwhelming. Have you seen the Joe Namath commercials yet…

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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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Capitol Building

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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Close up of two people reviewing financial documents

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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