IRS Publishes 2020 Required Amendments List
There are no changes in requirements that generally require an amendment, but there are two changes that may require one.
Tag: SECURE 2.0 Act of 2022
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Principal to Launch PEP, Says More to Come
The firm is targeting its pooled employer plan at startups and companies with up to $10 million in retirement plan...
PEPs Carry Evolving Fiduciary Risks of Their Own
The legal complexities that emerge when a single employer operates a retirement plan for its own staff are already immense;...
Best of PSNC 2020: Legislative and Regulatory Update
Speakers discussed the SECURE Act, the CARES Act and the DOL’s guidance on ESG during the first day of the...
Emphasizing Retirement Savings for Young Part-Time Workers
Part-time employees that will be entering retirement plans under SECURE Act provisions might not have had any experience in saving...
House Committee Introduces ‘Securing a Strong Retirement Act of 2020’
The legislation proposes expanding automatic enrollment in retirement plans, and expanding retirement savings options for nonprofit employees, among other things.
Weaving Part-Time Employee Inclusion Into Retirement Plan Processes
The SECURE Act’s requirement to let part-time employees join 401(k)s demands a process for counting hours and creates opportunities to...
How Will the PEP Market Develop in Early 2021?
One provider getting ready to launch a SECURE Act-enabled pooled employer plan on January 1 expects plan sponsor take-up to...
Citing SECURE Act, More Advisers to Consider Adopting In-Plan Guarantees
For their part, participants say they feel the pandemic has make their retirement savings more vulnerable.
Some View EBSA Income Projections as Too ‘Prescriptive’
Recordkeepers and asset managers want more flexibility in terms of how their clients generate newly mandated lifetime income projections on...
PSNC 2020: Creating Income Streams for Participants
Panelists reviewed different lifetime income stream selections and important disclosures to note under the SECURE Act.
PSNC 2020: Preston Rutledge’s Inside View of the DOL
As the nation’s top retirement and health plan regulator, Preston Rutledge oversaw an agency of more than 800 employee benefits...
PSNC 2020: Legislative and Regulatory Update Part II
Experts explained regulations and legislation from Washington, D.C., as well as what employers can do if they ever face ERISA...
PSNC 2020: What’s Next?
This year’s conference opened with a lively discussion about the changes plan sponsors are experiencing, the new issues to which...
IRS Clarifies SECURE Act Birth and Adoption Distribution Rules
Qualified birth or adoption distributions have been permissible since January under the SECURE Act, but more specific guidance on how...
The PEP Opportunity
Pooled employer plans (PEPs) are coming, and potential adopting employers need to know what to look for and what they...
SECURE Act Compliance Q&A Published by IRS
The guidance document includes an extensive number of questions and answers about five key changes made by the SECURE Act.
DOL Issues NPRM on PEP Provider Registration
Providers of pooled employer plans (PEPs) must first register with the DOL before plans can begin operating.
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ShareBuilder 401k Offers Discounts Ahead of Safe Harbor Deadline
The provider is offering discounts to businesses with employees that set up a safe harbor 401(k) before October 1.
DOL Releases Interim Final Rule on Lifetime Income Illustrations
The interim final rule includes assumptions plan administrators must use to calculate estimated lifetime benefit payments to be included on...