New York State Mandatory Secure Choice Savings Program
On October 21, 2021, Governor Hochul signed a bill in to law creating the New York State Secure Choice Savings Program (Secure Choice), a state-sponsored retirement program. Originally enacted in 2018 as a voluntary program, the 2021 amendments make the program mandatory for covered employers, with some exceptions, and require automatic enrollment (with the option […]
New York State Enacts Mandatory Auto IRA Law
CLICK HERE for a printable overview sheet of the information below. NYS Secure Choice Savings Program On October 21st, New York joined the ranks of states mandating that certain employers either offer a qualified retirement plan or join a state-facilitated retirement savings program. Below is a description of many of the key features of the New […]
LRA Named to List of Nation’s Top DC Advisor Teams
ARLINGTON, VA – Lawley Retirement Advisors has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of $100 Million. Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or […]
The War on Investors’ Minds | Past Wars and Long-Term Market Performance
Since the dawn of time, war and conflict have been with us throughout history, bringing with them their own horrors and uncertainty. Stock markets do not like uncertainty, and when war and conflict strike, stock markets will exhibit bouts of short-term volatility. Wars and conflict can and have led to sharp pullbacks in the markets. […]
LRA Recognized as a NAPA Top DC Advisor Team for 3rd Year in a Row!
For the third year in a row, Lawley Retirement Advisors has been recognized on the National Association of Plan Advisor’s list of 2020’s Top DC Advisor Teams! Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or office, and the assets under advisement […]
You Could be Eligible for a Tax Saver’s Credit!
Get the CREDIT You Deserve! You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If you qualify, you may receive a Tax Saver’s Credit of up to $1,000 ($2,000 for married couples filing jointly) if you made eligible contributions […]
Todd Tevens Named to 2020 Financial Times 401 Top Retirement Advisers
Lawley Retirement Advisors LLC is pleased to announce that Todd Tevens has been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S. Todd has served the qualified plan industry for 20 years, […]
Time in the Market has Proven Better than Trying to Time the Stock Market
The recent market volatility brought on by COVID-19 has been unsettling to investors as the way forward has become more uncertain and in some cases, changed daily. Recent market volatility has been both dramatic on the downside, with the S&P positing its fastest peak to trough decline ever (2/19/20-3/23/20), as well as on the upside, […]
Lawley Retirement Advisors Named 2020 Top National DC Advisor Team from NAPA
The National Association of Plan Advisors has published its list of the nation’s top defined contribution (DC) Advisor Teams. Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or office, and the assets under advisement related to their defined contribution (DC) practice specifically. […]
CARES Act & Retirement Plans — High Level Questions Answered Amidst COVID-19 Situation
For the latest insights on the CARES Act Legislation, CLICK HERE. Updated as of 6/23/20 The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) has been signed into law. The purpose of the act is to provide relief to America’s families and businesses as quickly as possible. Below we’ve outlined the pertinent retirement plan […]
