Resources from Old Point
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March 2023 Market Commentary
Uncertainty remains high over the near-term path for interest rates and capital markets. Longer-term, we believe the data dependent Federal Reserve will be successful in ...
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Secure Act 2.0
The SECURE Act 2.0 is finally here! With over 92 different retirement plan provisions, we are providing you with an easy-to-digest overview that focuses on the sections t...
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2022 Safe Harbor Start-up Plan Deadlines
To establish a safe harbor plan and therefore be exempt from non-discrimination testing for 2022, the plan must be effective for 3 months of the plan year. For a calendar...
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Lifetime Income Disclosure
The SECURE Act legislation that was signed into law in 2019 included a requirement that a lifetime income disclosure be provided to defined contribution plan participants...
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How to Find More Money For Retirement
That’s a tough question to answer in the best of times. Add in sky-high inflation, a healthy dose of geopolitical uncertainty and the looming expenses like college, buyin...