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...
Tag: retirement plan legislation
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...
SECURE Act Provisions Folded Into Congressional Spending Bill Passed By House
News that the SECURE Act’s provisions may soon become law caps off a year of intense lobbying efforts, spearheaded in...
Officials Issue New Items for DB Plan Sponsors
The PBGC has issued a final rule regarding pension plans undergoing distress or involuntary termination, and the OSFI has released...
Legislation Would Allow Retirement Plan Withdrawals to Pay Student Loan Debt
While this seems counterintuitive to the effort to discourage leakage from retirement accounts, a summary of the bill states, “The...
Puerto Rico Retirement Plans Will See Tax Provisions Reinstated
Certain provisions regarding plan distributions and loans were erroneously eliminated by a previous bill, a law firm says.
Opinions |
Why Americans Need the SECURE Act
The president and chief operating officer of Nationwide Financial makes a case for how passage of the SECURE Act will...
U.S. Business Leaders Call for SECURE Act Passage in Senate
Their plea, addressed both to Senate Majority Leader Mitch McConnell and Senate Minority Leader Chuck Schumer, comes some six months...
Leader McConnell Pushed for SECURE Act Passage by GOP Senators
A group of seven prominent Republican senators are publicly pressing Majority Leader Mitch McConnell to work to get the SECURE...