Chester County News and Community Website
VALLEY FORGE, PA — Retirees are more than 40% more likely to remain in their workplace retirement plans when employers offer flexible withdrawal options, according to Vanguard’s 2026 How America …
Vanguard Finds Withdrawal Options Keep Retirees in 401(k) Plans Read More
The idea has never been more appealing: quit your 9-to-5 decades ahead of schedule and spend your days on your own terms. You may have heard of the FIRE movement, …
Is Fire Right for You? What Early Retirement Really Takes Read More
VALLEY FORGE, PA — Vanguard plans to introduce a new series of target-date retirement trusts later in 2026 that maintain greater exposure to stocks, giving employers an investment option designed …
Vanguard Expands Retirement Lineup With Higher-Stock Trusts Read More
DRESHER, PA — Employers are increasingly positioning nonqualified deferred compensation plans as both an executive retention tool and a financial-planning benefit, while 84% expect artificial intelligence to improve decisions about …
Ascensus Sees AI Reshaping Executive Retirement Plans Read More
HARRISBURG, PA — Gov. Josh Shapiro on Monday promoted Pennsylvania’s first cost-of-living adjustment since 2002 for public employees who retired before 2001, pointing to a state budget provision intended to …
Shapiro Touts Retiree COLA After Two-Decade Freeze Read More
The envelope sits in a drawer. The policy, if there is one, may be tucked into a folder beside old tax returns, retirement statements and documents no one has opened …
The Family Money Conversation Too Many People Never Have Read More
The numbers on the page can make tomorrow feel very far away. A rising grocery bill, another month of housing costs, the balance in a retirement account — each demands …
Americans Are Stressed About Money. They’re Ready to Do Something About It Read More
WASHINGTON, D.C. — The Treasury Department and Internal Revenue Service last week proposed a standardized process for moving retirement savings between employer plans and individual retirement accounts, seeking to reduce …
IRS Pushes Standard Forms to Streamline Retirement Rollovers Read More
HARRISBURG, PA — The Pennsylvania Treasury Department has launched an online financial education hub that consolidates state and federal financial literacy resources into a single website, expanding public access to …
Treasury Expands Financial Literacy Access With Online Hub Read More DRESHER, PA — Ascensus has begun offering Roth contribution options for all new SIMPLE IRA plans, becoming one of the first retirement plan providers to implement a provision of the …
Ascensus Adds Roth SIMPLE IRA Option Under SECURE 2.0 Read More