Tag: SECURE 2.0 Act of 2022

Comprehensive retirement reform is expected to pass this year and is intended to increase access to retirement accounts.

In addition to voicing its support, ERIC also offered recommendations and criticism on various provisions in the legislation.

Cerulli retirement research shows consultants favor TDFs with guaranteed income for plan sponsors’ lifetime income options.

Aon has accumulated $1billion in plan assets and commitments since it launched the pooled employer plan.  

Himes tells the Investment Adviser Association of the bipartisan support for SECURE 2.0, and shares his views on sanctions.

The tool for employer-sponsored plans seeks ‘democratization’ of the use of collective investment trusts. 

Schroders finds that almost half of workers surveyed have no strategy to generate retirement income.

Rising interest rates and increased market volatility could drive plan sponsors to take a fresh look at incorporating annuities.

The tax and spending watchdog has changed the defined contribution account withdrawal rules for retirement plan participants.

The 50 largest Northern Trust Asset Management plan sponsors are using auto-escalation to boost savings, but they are not focused...

Retirement security organizations, a nonprofit and the U.S. Chamber of Commerce have submitted comment letters on the discussion draft, which...

Murray and Barr bill would address retirement and emergency savings.

The changes to Form 5500 for defined contribution and defined benefit plans are modest.

Lawmakers and states are making efforts to address the perceptions that some businesses are too small to offer a plan...

Among plan sponsors with fewer than 100 workers, interest in pooled employer plans has begun to take shape.

However, survey data shows there are some areas where employers could improve their communication strategies to optimize plan utilization and...

The house will hold a committee hearing focused on improving Americans’ retirement savings and investing opportunities and vote on the...

Financial services companies and retirement plan industry advocacy groups are rallying behind the legislation, which would allow plan sponsors to...

A higher salary might not be as effective to attract recruits as providing generous benefits, such as larger employer matching...