John Sullivan

New in Action! magazine 💡 Discover key insights financial advisors need regarding the new DOL Retirement Security Rule, including its impact on retirement planning and compliance >> https://lnkd.in/eE4yAYUJ

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The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) changed the rules for taking distributions from retirement accounts inherited after 2019. Final regulations have now been issued and are generally applicable starting in 2025. Under these regulations, some beneficiaries could be subject to annual required distributions as well as a full distribution at the end of a 10-year period. Account owners and their beneficiaries may want to familiarize themselves with these changes and how they might be affected by them. #RMDs #inheritedIRA #retirementplanning https://lnkd.in/gwmjF4hc

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Stay Ahead of Emerging Pension Trends at the PMI End Game Solutions Conference! For trustees and CFOs staying ahead of emerging pension trends and anticipating future challenges is essential. Join us at the upcoming Pensions Management Institute (PMI) End Game Solutions Conference this October, where industry leaders will share their vision for the future of pensions, discussing key developments, innovations, and the evolving regulatory landscape. We’re thrilled to announce that Martyn Phillips, Risk Transfer Lead at Spence, will be sharing his expert insights at the event! What can you expect? 🤔 ✅ Martyn’s session, “Vision for the Future: What’s Next for Pensions?” will provide a roadmap to navigate the evolving landscape of DB schemes. Gain valuable insights into risk transfer strategies and learn the next steps to future-proof your scheme. Secure your spot now to hear directly from Martyn and other leading experts, and ensure you’re prepared for the future of pensions. 🔗 Register here: https://lnkd.in/ekKdDkzw #PensionSchemes #DBPensions #RiskManagement #Finance #Networking #Trustees #CFOs #EndGameStrategies #PMIConference

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The myths, facts, processes, costs and taxes. The Glacier Two-Pot Retirement System Webinar 2024 covered a plethora of topics and themes on the new retirement reform. With so much misinformation doing the rounds and clients' expectations' misalignment with reality, the focus on the webinar was to bring intermediaries up to speed with the facts. The webinar kicked off with presenter, Annalise De Meillon-Muller CFP®, debunking the myths and laying out the facts. The first panel discussion, facilitator Sibabalwe Mgijima CFP®️, and panelists Hester Mostert and Adele van der Schyff, explored four personas at different stages of life, and how they are likely to approach Two-Pot. They also unpacked some of the practicalities of accessing the savings withdrawal benefit and what to do if you don't want to access your retirement savings. In the second panel discussion, facilitator, Annalise De Meillon-Muller CFP® with panelists Elton James, Sherwin Govender CFP®, MBA, Natashja Terblanche, Zaheer Bhikha, and Hildegard Wilson, examined how Two-Pot is the biggest change in the retirement industry in decades and will likely transform retirement income planning going forward. #GlacierBySanlam #GlacierTwoPotsRetirementSystemWebinar

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