Paul Fennell

Retirement Plans and the 2024 Election: What You Need to Know

Retirement Plans and the 2024 Election: What You Need to Know

As the 2024 election approaches, market volatility is expected to rise due to uncertainty around potential policy changes. Short-term fluctuations in the stock and bond markets could lead retirement plan participants to pause savings or shift to more conservative...

Rethinking Retirement: A Generational View

Rethinking Retirement: A Generational View

Retirement expectations vary across generations, shaped by unique experiences and economic conditions: Baby Boomers (1946–1964): View retirement as a reward after hard work, often seeking financial security and leisure, with some benefiting from company pensions....

Did You Know?

ERISA Turns 50: Fifty years ago, President Gerald Ford signed the Employment Retirement Income Security Act (ERISA) into law, setting standards for retirement plans.* Financial Regrets: A staggering 77% of Americans have financial regrets, with the most common being...

Key SECURE 2.0 Provisions Effective in 2025

Key SECURE 2.0 Provisions Effective in 2025

The SECURE 2.0 Act of 2022 introduces several provisions designed to boost retirement savings. SECURE 2.0 modifies the original RMD and LTPT provisions while introducing new rules.  Here are some notable changes taking effect in 2025: Automatic Enrollment...

Help Us Congratulate Bobby Loeb

It is with great pride and excitement that we announce Bobby Loeb has been promoted to Principal. A role like this isn’t simply bestowed—it’s earned. Bobby’s commitment to Alliance, striving for excellence in everything we do, has helped our clients solve problems and achieve goals.

The Value Alliance Brings: A Defined Benefit Client’s Perspective

The Value Alliance Brings: A Defined Benefit Client’s Perspective

Donna Rebeck, MBA, CPA, CAE, Vice President, Finance & Operations National Automatic Merchandising Association (NAMA) Offices in Chicago, ILDonna Rebeck is responsible for accounting functions, payroll and insurance, as well as the association’s pension and 401(k) related matters. We asked her about the association’s retirement plans and their experience working with Alliance Pension.A Little BackgroundNAMA was founded in 1936 and represents the interests of more than 1,100 member…

Is there Pandemic Relief for Late Deposits?

Is there Pandemic Relief for Late Deposits?

Proper handling of employee 401(k) deferral contributions and loan repayments is one of the most important responsibilities a plan sponsor undertakes. Failure to timely deposit employee deferrals and participant loan repayments is considered by many service providers...