Insights

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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More

Categories