FinanceBuzz on MSN

12 critical retirement documents to update every January

January is a wise time to review key documents like wills, beneficiary designations, and insurance policies. Here's a ...
FinanceBuzz on MSN

15 essential documents all retirees must have in order

Secure your future with our essential checklist. Discover the key documents every retiree needs for peace of mind and a ...
Forbes

SECURE 2.0 Helps You Shift From Taxable To Tax-Free Savings— But Your Employer Must Change Retirement Plan Documents To Allow The Option

SECURE 2.0 improves Roth retirement options, including allowing employer matching contributions direct to a Roth retirement plan and delays Required Minimum Distributions (RMDs) for many. On December ...
The Washington Post

Northrop Grumman's Integic to Help OPM Digitize Federal Retirement Documents

The Office of Personnel Management wants to convert its retirement-related documents into electronic form, but it's no small task: There are about 8 million pages to be digitized. As part of a ...
JD Supra

Manufacturers Leveraging Technology to More Efficiently Distribute Retirement Plan Documents

Retirement plan disclosures required by the Employee Retirement Income Security Act (ERISA) may be delivered by electronic media under the Department of Labor’s (DOL) updated electronic distribution ...