
From The President | Insights
Our Role in the Emerging Retirement Crisis
In late April, I noticed a tweet circulating within The College community. Paraphrasing, it noted a retirement consultant’s startling conversation with a large record keeper on the massive impacts of COVID-19 and Washington, D.C.’s subsequent legislation. According to the tweet, the record keeper had already processed $1.5 billion in withdrawals via The CARES Act.
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June 09, 2020
June 09, 2020

From The President | Insights
Now is The Time to Listen – Racial Injustices Cannot Continue
June 02, 2020

Retirement Planning | On-Demand Webcasts
New Annuity Solutions for New Advisor Channels
May 31, 2020

Special Needs Planning | Insights
An Overlooked Deduction for Families Caring for Those with Special Needs
May 28, 2020

Special Needs Planning | Insights
Special Planning for Individuals with Special Needs: An Inside Look
May 18, 2020

Retirement Planning | On-Demand Webcasts
COVID-19's Impact on Tax and Retirement Planning
May 15, 2020

Retirement Planning | On-Demand Webcasts
Recession, Regulation, and Reality in the COVID-19 Market
May 05, 2020

From The President | Insights
Leading Change: Understanding Urgency as an Invaluable Skill
March 25, 2020