FINANCIAL + EDUCATIONAL RESOURCES
Q3 2024 Market Review
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In this quarter’s market commentary, Justin Kittle, CFA®, IMA Retirement’s Portfolio Manager, shares his thoughts on the stock market’s rise throughout the third quarter, despite a rocky start and high volatility.
Watch Latest Quarterly Review Video
IMA RETIREMENT PUBLICATIONS
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Industry Insights
Stay in the know about legal and regulatory updates for each quarter
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Participant Corner
Latest Edition: Harvesting Financial Lessons
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Retirement Times
Latest Edition: Rate Cuts and Retirement: Navigating Change, Protecting Benefit Plans from Cybersecurity Threats, Increasing 401(k) Balances Can Bring Increased Risk, IMA Named a Best Places to Work in Insurance for the Fifth Consecutive Year
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SECURE 2.0 Act
In December of 2022, Congress passed the Consolidated Appropriations Act of 2023 (the Act). This omnibus bill funds the federal government through the end of the current fiscal year. A number of legislative initiatives were attached to the omnibus funding package, including the retirement reform measures commonly referred to as SECURE 2.0.
Read the SECURE 2.0 Act of 2022