Tag: SECURE 2.0 Act of 2022

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...

Among other notable changes, the Form 5500 instructions have been amended to make clear that a pooled employer plan is...

Among other things, the RISE Act would encourage retirement savings by allowing plan sponsors to offer small financial incentives to...

The agency—which says the revisions are needed to implement provisions of the SECURE Act—has also published a notice of proposed...

During a SIFMA webinar earlier this week, Congressional leaders and asset management executives discussed SECURE Act 2.0 and other legislation...