Resource Center

Displaying 13 results

2025 Cost-of-Living Adjustments for Retirement Plans and IRAs
Our Thoughts On Our Thoughts On

2025 Cost-of-Living Adjustments for Retirement Plans and IRAs

11.13.2024
SDWMA Named as one of the Nation’s Top DC Advisor Teams in 2024 by NAPA
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SDWMA Named as one of the Nation’s Top DC Advisor Teams in 2024 by NAPA

03.20.2024
2024 Cost-of-Living Adjustments for Retirement Plans and IRAs
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2024 Cost-of-Living Adjustments for Retirement Plans and IRAs

11.03.2023
SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions
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SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions

04.14.2023
SECURE 2.0 Act – Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met
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SECURE 2.0 Act – Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met

04.13.2023
SECURE 2.0 Act – Section 320. Eliminating Unnecessary Plan Requirements Related to Unenrolled Participants
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SECURE 2.0 Act – Section 320. Eliminating Unnecessary Plan Requirements Related to Unenrolled Participants

04.13.2023
SECURE 2.0 Act – Section 318. Performance Benchmarks for Asset Allocation Funds
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SECURE 2.0 Act – Section 318. Performance Benchmarks for Asset Allocation Funds

04.07.2023
SDWMA Named One of the Nation’s Top DC Advisor Firms in 2022 by NAPA
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SDWMA Named One of the Nation’s Top DC Advisor Firms in 2022 by NAPA

03.24.2023
SECURE 2.0 Act of 2022: Key Highlights
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SECURE 2.0 Act of 2022: Key Highlights

01.09.2023
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January 23, 2025

Blueprint for Success: How To De-risk Your ERP Investment

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2024 CPE Month Webinar Series: Wealth Management and Retirement Planning Matters

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2024 CPE Month Webinar Series: Audit Update

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2024 CPE Month Webinar Series: Tax Update

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2024 CPE Month Webinar Series: Consulting Technology and Advisory

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December 5, 2024

Lease Accounting for 2024 and Beyond

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November 6, 2024

5 Key Things You Missed at Community Summit

October 31, 2024

Emerging Issues Impacting the Energy Sector

October 23, 2024

2024 Not-for-Profit Symposium: Day 2

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September 26, 2024

2024 Not-for-Profit Symposium: Day 1

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September 25, 2024

X Marks the Spot: Dig Deeper into your xFP&A Investment

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September 24, 2024

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