Lawley Retirement Advisors Once Again Named as One of Nation’s Top DC Advisor Teams
Lawley Retirement Advisors has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the Nation’s Top Defined Contribution (DC) Advisor Teams with assets under advisement of at least $100 million. An affiliate organization of the American Retirement Association, the National Association of Plan Advisors’ (NAPA) is an advocacy group for retirement […]
10 Ways to Keep Your Retirement Savings Safe from Cyber Attacks
As cyber threats grow more sophisticated, protecting retirement savings has become just as critical as choosing the right investments. Data breaches, phishing scams, and account‑takeover attempts can put years of careful saving at risk. The good news: with a few proactive steps, individuals can significantly reduce their vulnerability. Below are practical, easy‑to‑implement cybersecurity tips to […]
2026 IRS Retirement Plan Contribution Limits
The IRS announced the 2026 cost of living adjustments affecting dollar limitations for retirement plans and IRAs. Here are the new rates for 2026 in a summary table. A higher catch-up contribution limit applies for employees aged 60, 61, 62 and 63 who participate in these plans. For 2026, this higher catch-up contribution limit remains […]
Investing for the Long Haul
Financial market ups and downs are challenging, to say the least, for many investors. Saving for retirement makes you a long-term investor, but it is important that you shape your investment strategy by revisiting a few fundamental investment concepts every 6 to 18 months, regardless of market conditions. Revisit Your Risk Tolerance What level of […]
Tips to Weather a Turbulent Market
With the recent market volatility, it’s understandable that you may be concerned about your investments. Volatile markets can make you wonder if you’re on track to meet your retirement goals. Don’t be discouraged and most of all, don’t panic. Instead, be proactive! Consider the following steps you should be taking in both up and down […]
When Markets Fall | Pullbacks and Drawdowns
Market declines come in all shapes and sizes. The below chart reflects the average frequency of various size market pullbacks and drawdowns. Pullbacks, or declines of 5-10% have occurred frequently in the markets, averaging about 3 times a year. Corrections are generally defined as declines of 10%, but less than 20%, and have happened as […]
Lawley Retirement Advisors Named as One of Nation’s Top DC Advisor Teams
Lawley Retirement Advisors has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the Nation’s Top Defined Contribution (DC) Advisor Teams with assets under advisement of at least $100 million. An affiliate organization of the American Retirement Association, the National Association of Plan Advisors’ (NAPA) is an advocacy group for retirement […]
IRS Fact Sheet: SECURE 2.0 May Impact How Businesses Complete Forms W-2
The IRS is reminding businesses that, starting in tax year 2023, changes under the SECURE 2.0 Act may affect the amounts they need to report on their Forms W-2. On Aug. 29, 2024, the agency released a fact sheet that details the provisions potentially affecting Forms W-2 (including Forms W-2AS, W-2GU and W-2VI). Background The Consolidated Appropriations Act of […]
LRA Named to 2024 List of Nation’s Top DC Advisor Teams
An affiliate organization of the American Retirement Association, the National Association of Plan Advisors’ (NAPA) is an advocacy group for retirement industry professionals. Since 2017, NAPA’s list of Top DC Advisor Teams has listed the most prominent retirement plan advisors in the United States. Lawley Retirement Advisors continuously ranks on this yearly list, ranking in […]
Secure Act 2.0 Roth Catch-Up Update
Click to view this information in its entirety in a PDF version: SECURE Act 2.0 Roth Catch-Up Update On August 25, 2023, the IRS published Notice 2023-62 to provide initial guidance on, and a two-year delay of, the SECURE 2.0 Act requirement related to Roth catch-up contributions for high earners. This delays the rule until […]
