Retirement Plan Provisions Included in Senate’s Stimulus Package
Among other things, the bill would allow for targeted, penalty-free access to tax-qualified accounts for those hit hardest by the...
Tag: retirement plan legislation
SECURE Act Eases Paths for DB Plans
A new minimum age for in-service withdrawals and permanent nondiscrimination testing relief ease plan sponsors’ ability to keep older employees...
Loan, Hardship Withdrawal Flexibility Among Possible Congressional Actions
Lawmakers are debating what will likely prove to be an unprecedented stimulus package aimed at helping businesses, workers and retirees...
Next Steps for 403(b) Plan Sponsors
Now that plan documents will be cleaned up, 403(b) plan sponsors can focus on strategic tasks such as plan design...
How Democratic Candidates’ Retirement Proposals Could Affect Employer-Sponsored Plans
A national automatic savings plan would be a strong possibility, multiemployer plan sponsors could end up in a worse crisis...
Does SECURE Act’s Inclusion of Part-Time Employees Provision Apply to 403(b)s?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
SECURE Act Guaranteed Income Safe Harbor Provides Assurance to Plan Sponsors
Attorneys discussed the clarity it provides, due diligence required and the hurdle of getting participants to accept annuities.
Getting Ready to Include Part-Time Employees in Retirement Plans
401(k) plan sponsors need to understand all the parts of the new requirement and, for some, the long-term effects on...
The Impact of SECURE Act Lifetime Income Projections
Seeing a paltry “retirement paycheck” estimate may shock a lot of participants into making greater contributions to their retirement accounts.
Opinions |
Barry’s Pickings: The 2020 Retirement Policy Agenda
Michael Barry, president of O3 Plan Advisory Services LLC, discusses policy issues he hopes to see addressed—most not in the...
Details About SECURE Act’s PEP and Lifetime Income Provisions
Open MEPs are now PEPs, and additional guidance is needed about requirements for PEPs and other provisions of the SECURE...
Getting SECURE Act’s Lifetime Income Provisions Right
Industry sources agree pains must be taken to ensure mandatory lifetime income projections to participants are accurate and contextual education...
Opinions |
Should Your Company Finally Offer a Retirement Plan?
David Levine and Kevin Walsh, with Groom Law Group, Chartered, discuss opportunities—some created by recent legislation—for small business employers to...
Actions to Comply With SECURE Act Should Already Be Underway
Though more guidance is expected for certain provisions of the SECURE Act, there are some that are urgent for plan...
Opinions |
Barry’s Pickings: Retirement Policy 2019 Report Card: B+/A-
Michael Barry, president of O3 Plan Advisory Services LLC, rates how actions of Congress, regulators and the courts have or...
The SECURE Act Is a Reality in 2020
In 2019, the retirement plan industry saw the debate, support and eventual passage of the SECURE Act.
American Miners Act Included in Budget Bill
The bill transfers certain funds to provide pension and health benefits for retired coal miners.
How the SECURE Act Will Impact 403(b) Plans
Sponsors can distribute assets from a 403(b)(7) custodial account, along with other measures.
SECURE Act Passed By Full Congress
Passage of the SECURE Act is being hailed as a major accomplishment that will allow Congress to turn to other...
SECURE Act Progress Raises Enforcement Timeline Questions
The SECURE Act’s establishment of an in-plan annuity selection safe harbor and the development of open MEPs will take time...