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Complying with the New DOL Fiduciary Rule

The U.S. Department of Labor’s new “Fiduciary Rule” went into effect on Tuesday, February 16th. The “Improving Investment Advice for Worker & Retirees,” an exemption for investment advice fiduciaries, was published in the Federal Register in December 2020 and was not delayed by the Biden Administration. According to a press release from Deputy Assistant Secretary…

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Ascend Your Business in 2021

We’re two weeks removed from Ascend, IAMS’ first-ever virtual kick-off event. Looking back, we consider the event to be a great success and would like to thank everyone who made it possible. The presentations at Ascend covered a wide array of industry-relevant topics. Among the event’s main focal points was one we can all benefit…

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Social Media Advertising in 2021

Social media never stands still. Internal changes, such as ad restrictions and revised targeting metrics, and shifts in user demographics can impact your social campaigns. To help you prioritize your 2021 social media marketing plan, we take a brief look at three of the most commonly used platforms and discuss the value each carries for…

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The 2021 COLA Increase

The Social Security Administration announced this week a 1.3% increase in cost-of-living benefits for 2021. The new COLA boost is the second-lowest in the program’s history. Recipients will only see an extra $20 a month on their benefit checks. In the middle of a pandemic that has put the financial security of millions at risk,…

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CARES Act Planning Opportunities

Earlier this year, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This historic relief package allocates some two trillion dollars in aid to combat the economic impact of the ongoing coronavirus crisis.  Anticipating the Cost The Congressional Budget Office estimates the CARES Act will add $1.7 trillion to the federal…

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