Aegis News

  • Is the “Mega Backdoor” Roth strategy too good to be true?

    By Aegis Retirement Partners

    Executive Summary:  Recent articles in the Wall Street Journal and other media outlets including investment blogs and message boards have referenced a little-known strategy for adding to Roth sav...

    Read More

  • IRS Announces 2021 Retirement Plan Limits

    By Aegis Retirement Partners

    WASHINGTON — The Internal Revenue Service has announced that employees in 401(k) and 403(b) plans will be able to contribute up to $19,500 (unchanged from 2020) next year. The IRS announced this and...

    Read More

  • Are You Aware of The New SECURE Act Provisions?

    By Aegis Retirement Partners

    Aegis Retirement Partners is dedicated to keeping our clients up-to-speed on all of the latest SECURE Act news. Here’s the latest: The SECURE ACT (Setting Every Community Up for Retirement Enhanc...

    Read More

  • Questions about the Paycheck Protection Program (PPP)? Here’s the latest clarification:

    By Aegis Retirement Partners

    The CARES ACT created a new small business loan program called the Paycheck Protection Program (PPP), which allows small businesses to obtain a loan to help cover payroll and business costs during the...

    Read More

  • Partial Plan Terminations? Important Information For Plan Sponsors From Aegis Retirement Partners

    By Aegis Retirement Partners

    With an increasing number of businesses currently being affected by the COVID-19 Pandemic, Plan Sponsors are facing new challenges. Many sponsors are taking unfortunate, but necessary steps to weather...

    Read More

  • Helping Retirement Savers Affected by COVID-19

    By Aegis Retirement Partners

    On March 27, 2020 the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was passed into law. The CARES Act is intended to deliver immediate relief to companies and individuals adversely a

    ...

    Read More

  • Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is Now Law

    By Aegis Retirement Partners

    On Friday March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The CARES Act is a stimulus package that provides financial relief to busi...

    Read More