Plan Sponsors Urged to Prepare for Regulatory Guidance, Uncertainty
Speakers said SECURE 2.0, the One Big Beautiful Bill Act and new DOL rules should shape retirement plan committee priorities.
Tag: SECURE 2.0 Act of 2022
Retirement Plans’ Communication Dilemma: Mail, Email or Both?
As postage costs rise and digital delivery expands under SECURE 2.0, plan sponsors are rethinking how to best reach participants.
Education vs. Advice: The Difference Matters
Misinterpreting the distinction between the two could increase plan sponsors’ exposure to litigation or other risks.
Benefits |
Employers Can Drive 529 Engagement Across Income Levels
New research from Commonwealth made the case for employers to expand access to 529 accounts and emphasize the value of...
New Bill Would Expand Tax-Free Charitable Giving From DC Plans
Lawmakers say the ‘Charity Parity Act’ would eliminate extra costs and paperwork for direct donations from workplace retirement accounts.
Are There PEPs for Employers Offering 403(b) Retirement Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Did SECURE 2.0 Change Match Distribution Rules for 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits |
Student Debt: Not Just a ‘Young Person’s Problem’
New data demonstrate the issue’s considerable reach and impact on finances.
Benefits |
Plan Sponsors Warm Up to Super Catch-Up
Vanguard gauged which optional provisions plan sponsors are making deliberate choices to adopt.
Benefits |
State Auto-IRA Programs Lead to More Employers Offering Plans
Employer plans are ‘the more expensive way to comply with the law,’ however, according to public policy research.
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.
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...