Congressional Leaders Tell Treasury to Expect SECURE 2.0 Technical Corrections
The letter did not outline a timeline but identified four technical errors and ambiguities to be fixed.
Tag: SECURE 2.0 Act of 2022
Employers Discuss Why They Use Vendor Search Consultants
Employers use the help of a consultant searching for employee benefit vendors, narrowly for certain tasks or pricing only and...
Higher Default Auto-Escalation Rates Could Mean Fewer Opt-Outs, Voya Study Shows
401(k) plan sponsors could increase their default escalation increment to 2% to boost employee savings, according to research by Voya.
Benefits |
How Employers Can Address the Nurse Retention Problem
Nurse turnover remains high, and employers can improve their overall retention by implementing benefits both old and new.
NAGDCA Asks for More Time on Roth Catch-Ups, Again
Government plans will struggle to comply with SECURE 2.0 because of their administration requirements.
How Does SECURE 2.0’s Start-Up Tax Credit Apply to Recently Started Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
EBSA’s Gomez Offers Glimpse of DOL’s Thinking on ESG Rule; SECURE 2.0
Also, with the end of COVID-19 as an official public health emergency, the assistant secretary of labor wants to make...
Retirement, Broad Financial Fallout From COVID Continues
A defined contribution industry survey finds lasting financial effects to retirement plan participants.
How and When Will SECURE 2.0 Roth Provisions Affect RMDs?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits |
HSA Bank Offering Provides Reimbursement to Participants for Education Costs
The employer-provided Tuition Reimbursement Account could help participants pay for expenses like tuition, books, registration fees and more.
DC Plan Sponsors Should Pay Attention to Increased Litigation, Low Retirement Confidence
The first quarter of 2023 in the defined contribution market saw an uptick in lawsuits, many legislative and regulatory changes...
Auto-Enrollment Gains in Popularity Among Retirement Plan Participants
An annual American Century Investments survey revealed a major increase in acceptance and expectation of employers pushing employees to save...
Can A Church 403(b) Plan Require Employees to Use Roth Catch-Ups?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Senator Ben Cardin Will Not Seek Re-Election in 2024
Maryland’s Cardin was one of the key architects of and proponents of retirement reform on the Hill, including and especially...
Products |
Investment Product and Service Launches
Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.
Julie Su’s Nomination to Head DOL Advances From Committee
Su's confirmation as Secretary of Labor faces a close Senate vote.
Better Late Than Never: New Bill Would Permit CITs in 403(b)s
A bill is planned to amend securities laws, close a SECURE 2.0 loophole and clear the way for CITs in...
Plan Sponsors Have Lots to Prep for SECURE 2.0 Compliance
Whether legislated changes take effect now or down the road, communication with recordkeepers and participants will be crucial.
Benefits |
Employees Favor SECURE 2.0 Mandates, Larger Matches
Plan sponsors may bolster retirement plan engagement and contributions with SECURE 2.0 enhancements, a Natixis survey shows.
Can a Mega Backdoor Roth Conversion Happen In-Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.