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Category Archives: 401(k) – SDBA

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Defending Public Safety Employees’ Retirement Act Provides Tax Relief to PBSO Deputies and Palm Beach County Fire Rescue Professionals from Early Retirement Withdrawal Penalties

Defending Public Safety Employees’ Retirement Act Provides Tax Relief to PBSO Deputies and Palm Beach County Fire Rescue Professionals from Early Retirement Withdrawal Penalties
The Trade Priorities and Accountability Act of 2015 (H.R. Bill 2146), also known as the Defending Public Safety Employees’ Retirement Act, became effective December 31, 2015. The new tax law expanded the exemption for many federal public safety employees to include federal law enforcement officers, customs and border protection officers, federal firefighters, and air traffic…
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Multi-Cap Investment Strategies Provide Benefits to Investors In The Long Run

Multi-Cap Investment Strategies Provide Benefits to Investors In The Long Run
Academic research suggests that investors can realize greater investment returns over multiple business cycles when they allocate a portion of the investment portfolios in small and mid cap sized companies. Many investors place too great an emphasis on large cap stocks for their asset allocation models. By so doing, investors miss a significant portion of…
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New Proposed Rule Requires Fiduciary Standard for FRS Investment Plan Rollovers

New Proposed Rule Requires Fiduciary Standard for FRS Investment Plan Rollovers
The new rule change proposed by the Department of Labor (DOL) is designed to require the same level of financial advisor responsibilities for Individual Retirement Account (IRA) rollovers, as is currently mandated for FRS Investment Plan accounts. The higher standard referred to by the DOL rule change is known as the fiduciary standard. A financial…
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