Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Secure 2.0 Act: What Plan Sponsors Need to Know in 2024

    Dann Stephens February 23, 2024

    An array of new provisions under the SECURE 2.0 Act are on tap this year that are expected to profoundly impact plan design and how participants will save for the future. Read on to learn how to implement this next phase of the law successfully.

  • Plan Sponsors Get Reprieve From Roth Catch-Up Implementation

    Dann Stephens October 25, 2023

    The IRS announced a two-year transitional period on the SECURE Act 2.0’s Roth catch-up contribution rule. If you’re a retirement plan sponsor, you now have until January 1, 2026, to prepare for implementation.


Article Authors

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

Janney Montgomery Scott LLC, Member FINRA, NYSE, SIPC