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With our SMArt IRA program, employees whose employment status changes have a simple, penalty-free option to roll their 401(k) into our IRA; allowing them to keep earning 4.15% on 100% of their savings, rather than forfeiting 30% of its value to fees and penalties. Find out more by watching these videos today. For Q3 2023…

SecureAct 2.0 – What You Need to Know In this Webinar, Mark Massey (SMA Services Senior VP) and Rick Spence (VP & Director of Admin) discuss what this new legislation means for you and your company.