Compliance | December 27th, 2022 What Is a Student Loan Match and How Can I Start One? In 2024, sponsors will be able to match their participants’ student loan payments. But how?
Compliance | December 23rd, 2022 Congress Passes SECURE 2.0 The sweeping retirement reform will usher in both short- and long-term efforts to expand retirement savings to more Americans.
Compliance | December 22nd, 2022 With SECURE 2.0 Through The Senate, Retirement Experts Widely Endorse House Approval Legislation gets wide acclaim as a positive reform in the retirement sector as passage hinges on House vote.
Compliance | December 21st, 2022 ESOPs Fables: What Does the Omnibus Do for Employee Ownership? SECURE 2.0 and the WORK Act, both found in the appropriations package, would reform ESOPs with the aim of making...
Compliance | December 20th, 2022 SECURE 2.0 Bill Delivers on Most Supported Provisions The final bill contains measures on student loan matching, 403(b) improvements, tax credit incentives, emergency savings and a plan lost...
Deals and People | December 19th, 2022 Lori Lucas Set to Step Down as Head of EBRI Lucas cites DEI and accessibility as accomplishments in her five years at the retirement research institute.
Benefits | December 16th, 2022 2022 Plan Progress Webinar Series: Student Loan Debt Benefits A panel of experts in workplace benefits outlined student loan debt assistance benefit options available to employers, in the current...
Benefits | December 12th, 2022 OK, but Seriously: Is SECURE 2.0 Going to Pass? If a budget passes, SECURE 2.0 will be attached to that bill. If a budget passes.
Compliance | December 1st, 2022 Senator Cardin Worried SECURE 2.0 Won’t Pass This Year The Maryland Democrat expressed concern at an industry conference that there might not be enough time in this legislative year...
Compliance | November 29th, 2022 The Mid-Term Results and What They Mean for ESG and SECURE 2.0 ESG strategists may experience greater uncertainty when Republicans take over the House, but supporters of SECURE 2.0 can still expect...
Compliance | November 23rd, 2022 A Time For Plan Sponsors To Complete 2022 Year-End Amendments and Operational Compliance Late November means Thanksgiving and colder temperatures, and for retirement plan sponsors—detailed in blog post by Groom Law Group—the time...
Compliance | November 18th, 2022 SECURE 2.0: What’s Not to Like? Nothing, Apparently. It is becoming harder and harder to find a party who offers anything other than support for SECURE 2.0.
Compliance | November 14th, 2022 What SECURE 2.0 Could Mean For Emergency Savings The SECURE 2.0 retirement reform package contains various emergency savings provisions designed to boost Americans’ financial security and the long-term...
Compliance | November 11th, 2022 DOL Clears Question over Plan Sponsor PEP Member Responsibility for Fidelity Bonds The department Labor replied with information for the SECURE Act amendments to ERISA that relate to the bonding requirements under...
Compliance | October 31st, 2022 Washington Insiders Offer Timeline Update on SECURE 2.0 Comprehensive retirement reform is expected to pass this year and is intended to increase access to retirement accounts.
Compliance | October 26th, 2022 ERIC Calls for SECURE 2.0 To Pass This Year In addition to voicing its support, ERIC also offered recommendations and criticism on various provisions in the legislation.
Administration | October 20th, 2022 Annuities Gain Steam as Part of Target-Date Funds Cerulli retirement research shows consultants favor TDFs with guaranteed income for plan sponsors’ lifetime income options.
Benefits | October 12th, 2022 Aon PEP Passes Assets Milestone Aon has accumulated $1billion in plan assets and commitments since it launched the pooled employer plan.
Benefits | September 29th, 2022 Congressman Jim Himes Optimistic SECURE 2.0 Will Pass Himes tells the Investment Adviser Association of the bipartisan support for SECURE 2.0, and shares his views on sanctions.
Investing | September 15th, 2022 Wilmington Trust Launches CIT Onboarding Tool The tool for employer-sponsored plans seeks ‘democratization’ of the use of collective investment trusts.