IRS Issues 2025 Required Amendments List for Qualified Plans, 403(b)s
The guidance lays out regulatory and statutory changes that might require plan amendments.
Tag: SECURE 2.0 Act of 2022
Why did the Age 60-63 Catch-Up Contribution Limit Not Rise for 2026?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Is the Deadline for Amending a Nongovernmental 457(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a Deemed Roth Election Be Used by a 457(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits |
SECURE 2.0 Roth Deadline Tops Year-End Action Item List
Industry experts share recommendations for plan sponsors, participants and advisers to round out 2025.
Opinions |
Why Do Small Businesses Rarely Claim Tax Credits for Offering Retirement Plans?
According to the authors of a recently published paper, a lack of awareness—among both firms and their tax preparers—continues to...
Benefits |
Size Matters. Has SECURE 2.0 Helped?
New and enhanced tax credits are driving up small plan adoption, but time is ticking.
Benefits |
What’s Driving the Small Plan Market?
Federal tax incentives and other state policy efforts have led to more retirement plans available for employees of small businesses.
Benefits |
A Mid-Year Outlook on PEPs
Five industry experts weigh in on the benefits, the challenges and the misconceptions associated with pooled employer plans.
DOL Submits Pooled Employer Plan RFI to OMB
The July 1 request indicates the Department of Labor is preparing PEP-related reports, as laid out by the SECURE and...
SECURE 2.0 Delivers a Mixed Bag to the 403(b) Arena
More than two years after passage of the SECURE 2.0 Act of 2022, advisers are beginning to see the effects...
Opinions |
Rethinking Retirement
How a SECURE 2.0 provision can protect and reinvigorate plan participation, write leaders from the Voya Behavioral Finance Institute for...
Why Was DC-Roth Income Limit Part of 2025 Notice, When It Is Not Effective Until 2026?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
BlackRock’s Fink: Private Assets Could Raise Retirement Funds by 14.5%
In his annual chairman’s letter, Larry Fink wrote about the benefits of infrastructure investment in an attempt to ‘cut through...
Plan Sponsors Lack Confidence in Participants’ Ability to Retire at Ideal Age
A recent survey from MFS found that many plan sponsors lack a sense of responsibility for their participants’ retirement goals.
Benefits |
PLANSPONSOR Roadmap Series: Student Loan Matching and Educational Benefits
Employers have options to offer student loan benefits to employees and do not need to wait for further IRS guidance...
PLANSPONSOR Roadmap Series: Catch-Up Provisions
Speakers at the livestream discussed the administrative challenges of implementing the new Roth and age 60 to 63 catch-up provisions...
Benefits |
Bills to Allow CITs in 403(b) Plans Reintroduced in House, Senate
The Retirement Fairness for Charities and Education Institutions Act of 2025 was reintroduced by a bipartisan group of senators and...
Benefits |
SECURE 2.0: What’s Effective This Year and What Plan Sponsors Need for 2026
While implementing SECURE 2.0 provisions effective 2025, plan sponsors prepare for a big change next year.
Benefits |
Where Does SECURE 2.0 Implementation Stand for 2025?
While plan sponsors have prioritized implementing mandatory provisions, many of the optional provisions have taken a back seat due to...