Search by Tag: savings accounts
157 total news stories found.
Bill Wittler of Next Generation Services Earns Prestigious Anti-Money Laundering Certification
2024-03-22 | Compliance Manager at Administrator and Custodian of Self-Directed Retirement Plans Now Holds Designation as an Anti-Money Laundering Specialist
Combatting Financial Illiteracy: "The Wannabe Investor Blueprint" Revealed during Financial Literacy Month
2024-03-19 | Ann Marie Sabath's groundbreaking book, The Wannabe Investor: 40 Must-Know Facts Before Buying Your First Stock, released to coincide with Financial Literacy Month
As Student Loan Payment Pause Comes to an End, Hammond Law Group Provides Smart Financial Advice for Young Adults
2024-02-29 | Hammond Law Group, a Colorado Springs estate planning law firm, takes the lead in offering vital financial guidance to young adults facing imminent challenges as the federal student loan payment pause comes to an end.
Jaime Raskulinecz, CEO of Next Generation Trust Company is Named to Investment News Hot List of 2023 of Wealth Professional All-Stars
2023-12-20 | Next Generation was also a finalist for the prestigious NJBiz 2023 Best Business of the Year, and Raskulinecz was recently quoted in an article about self-made women millionaires for Nasdaq's GOBankingRates
Jaime Raskulinecz, CEO of Next Generation Trust Company, Explains Why Participants Should Roll Over a 401(k) into a New IRA After Leaving an Employer
2023-12-12 | In a Recently Published Article, Raskulinecz Shares Statistics on Inactive 401(k)s Due to Job Attrition, Details Differences Between Direct and Indirect Rollovers and Provides Information about Self-Directed IRAs for Asset Rollovers
Jaime Raskulinecz, CEO of Next Generation Trust Company, Shares Updates on Who Qualifies as an Accredited Investor in Recent Forbes Council Article
2023-11-06 | Raskulinecz Outlines Congressional Bills and SEC Rulings That Seek to Widen Accredited Investor Pool; Private Equity Funding & Other Alternative Assets Allowed in Self-Directed Retirement Plans Would be Available to More Investors as a Result
Jaime Raskulinecz, CEO of Next Generation Services, Shares SECURE Act 2.0 Changes That Affect Retirement Plans
2023-09-15 | Provisions Concern Required Minimum Distributions and Opportunities for Roth Features in Workplace Retirement Plans, Including Self-Directed SEP IRAs and SIMPLE IRAs
Wyth Financial Launches Fully Digital Direct-To-Customer Bank Offering in Canada with the Implementation of Intellect Contextual Banking Experience – Retail (CBX-R)
2022-04-02 | With contextual, cloud-native, micro services-based, API-first architecture, Intellect CBX-R offers a comprehensive omni-channel solution catering to the modern bank customers
Bryn Ramjoue has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2022-03-24 | Ms. Ramjoue is recognized among top sales and marketing professionals for 2021 by Utah Business Magazine
SmartBuyGlasses Announces Special Offer On Eyewear For Unused FSA & HSA Dollars
2021-12-24 | SmartBuyGlasses is running savings of up to 80% savings on eyewear plus an extra 10% off frames until December 31st- the perfect time to purchase a spare pair of glasses before the FSA & HSA dollars expire at year-end.
Next-Gen Stablecoin META 1 CEX Listings Go Live
2021-10-04 | META1, a multi-asset-backed, self appreciating stablecoin, is scheduled for listing on multiple CEXs (centralized exchanges) in the coming weeks.
Flimp Announces Next-Generation UI/UX Design for PLANselect® Benefits Decision-Support Tool
2021-09-22 | Ahead of benefits open enrollment season, company rolls out new user interface, enhanced educational tools, and updated engagement-tracking dashboard for its industry-leading software
Flexible Benefit Service LLC Achieves HITRUST CSF® Certification to Further Mitigate Risk in Third-Party Privacy, Security, and Compliance
2021-07-14 | HITRUST CSF Certification validates Flexible Benefit Service LLC is committed to meeting key regulations and protecting sensitive information
Millennials Now Saving More Money Than Their Parents According to Zip
2021-02-27 | The differences in the attitudes of millennials toward money and previous generations are widely discussed. But new data shows millennials are better at trying to save than previously thought. Perhaps, even better than their baby boomer parents.
SAVVI Financial Launches HSA SelectSmart To Drive Better Funding Decisions
2020-11-17 | FinTech leader offers targeted solutions to help employees make better benefit decisions
Flex Launches Bentegro Benefits Platform for Brokers
2020-09-17 | Seamlessly enroll and manage groups into health and ancillary products