Retirement University

Retirement Learning Center

Government and School Employees are eligible for 403(b) Plans

Is a 403(b) Plan Right for You?

By Parker Elmore | July 19, 2021

Key Takeaway 403(b) Plans, aka tax-sheltered annuities, are defined contribution retirement plans available for tax exempt organizations, schools, non-profits, government…

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What is the Windfall Elimination Provision?

By Parker Elmore | July 9, 2021

Bottom Line Up Front The Windfall Elimination Provision, also known as WEP, is a rule that reduces any earned Social…

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Here’s Why You Need a Third Party Administrator (and How to Hire the Right One)

By Stephanie Irvin | July 2, 2021

Bottom Line Up Front Your retirement plan can increase your retirement savings, reduce your income taxes, recruit and retain top…

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Government employee standardizing pension plan reporting in compliance with GASB 67 and GASB 68.

GASB 67 and GASB 68: What’s the Difference?

By Parker Elmore | May 11, 2021

Key Points Governmental Accounting Standards Board Statement No. 67 (GASB 67) – Financial Reporting for Pension Plans Governmental Accounting Standards…

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The House and Ways Committee approved the Securing a Strong Retirement Act (better known as the SECURE Act 2.0) Wednesday, May 5th.

SECURE Act 2.0 Clears House Committee with 6 Key Revisions

By Andrew Taggart, ASA, EA, ACA, MAAA | May 6, 2021

KEY POINTS The Securing a Strong Retirement Act of 2021 (better known as SECURE Act 2.0) was passed by the…

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Medical professional examines a patient with Medicare Advantage

What’s the Difference Between Medicare Supplement and Medicare Advantage?

By Francis Fraine | April 30, 2021

KEY POINTS Original Medicare covers a majority of basic health necessities, but not everything. Medicare Supplement (also known as “Medigap”)…

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