Insights
What Happens if I Don’t Name a Beneficiary? Who Gets My 401(k)?
KEY POINTS Neglecting to name a beneficiary means your assets may be designated to your estate and become subject to…
Read More
SECURE Act 2.0 and What You Need to Know
KEY POINTS A new bill has been introduced to the House which will build upon recent changes made with the…
Read More
Required Minimum Distributions are Back. Tell a Friend.
Key Points The one-year waiver of required minimum distributions (RMDs) for retirement accounts that were authorized under the CARES Act…
Read More
What is Medicare Advantage?
Wading through all of the insurance plans out there can be overwhelming. Have you seen the Joe Namath commercials yet…
Read More
How Common are Automatic Enrollment and Target Date Funds in 401(k) Plans?
As employers and plan sponsors look for ways to improve employee participation and engagement in their 401(k) plans, a common…
Read More
House Committee COVID-19 Relief Package includes Affordable Care Act & COBRA Subsidy Boost
The recent markup of the COVID-19 relief package in the House of Representatives includes key subsidy boost for both COBRA…
Read More
House Committee Advances Single-Employer Pension Plan Provisions for the New COVID-19 Relief Package
On February 12, 2021, the House Ways and Means Committee approved additions to the new COVID-19 relief package that will most likely…
Read More
5 Ways to Protect your Retirement Account from Fraud and Identity Theft
According to research conducted by the American Bankers Association in 2019, there were 374 million open credit card accounts in…
Read More
Are Your Retirement Assets Protected?
For many, asset protection is an after-thought, if thought about at all. Are you aware that retirement accounts such as…
Read More
Odyssey Advisors Welcomes Two New Faces to the Team
Odyssey has expanded it’s team at the East Coast office based in Colchester, Connecticut to include two newly established positions…
Read More