IRS Updates Model Rollover Notices to Reflect SECURE Act Changes
The notice also clarifies that plan administrators are not required to provide a Section 402(f) notice to a recipient of...
Tag: SECURE 2.0 Act of 2022
Opinions |
Top 10 Reasons to Become Familiar with Income Guarantees
Matt Gray, with Allianz Life, discusses why DC plan sponsors should consider guaranteed income products for their plans after passage...
IRS Updates Operational Compliance List for 2020
Items effective in 2020 include several provisions of the SECURE Act.
What to Know About Potential Open MEP Conflicts
Attorneys say employers considering whether, and what type, of multiple employer plan (MEP) to join will want to closely monitor...
Products |
Voya Will Recordkeep Aon’s New Pooled Employer Plan
The pooled employer plan (PEP) will utilize Aon Investments USA Inc., Aon’s investment solutions group.
DOL Issues SECURE Act RFI on PEPs, Prohibited Transactions
Using affiliates to provide services and proprietary investment products when offering a pooled employer plan (PEP) raises fiduciary and prohibited...
Hopes Remain High for Portman-Cardin Bill
Fresh off the recent success of their push for a default electronic disclosure rule, retirement industry lobbyists are turning their...
Products |
In-Plan Annuity Market Slowly Takes Shape
Retirement plan providers are striving to implement new ideas and capabilities made possible by the SECURE Act even as they...
SECURE Act Demands Updates to Rollover Notices
For example, language should be inserted to reflect that the age for taking required minimum distributions (RMDs) has been increased...
Products |
SECURE Act Resources Library Published by Groom
“The passage of the SECURE Act has been a long time in the making and will have a profound impact...
SECURE Act Provisions Folded Into Congressional Spending Bill Passed By House
News that the SECURE Act’s provisions may soon become law caps off a year of intense lobbying efforts, spearheaded in...
The Odds Are Split for Senate SECURE Act Passage This Year
“Overall, it is an uncertain picture, but the SECURE Act is not dead in the water,” says Bradford Campbell, former...
Leader McConnell Pushed for SECURE Act Passage by GOP Senators
A group of seven prominent Republican senators are publicly pressing Majority Leader Mitch McConnell to work to get the SECURE...
Congressional Leaders Want SECURE Act Passage in 2019
Based on the conversations industry advocates are having in Washington, none of the leadership in the Senate or the House...
SECURE Act Passage May Hinge on Budget, Debt Ceiling Negotiations
The House is scheduled to leave Washington on Friday and the Senate is expected to start its recess a week...
The Senate Math That Could Block SECURE Act
Senate floor time is at a premium ahead of the 2020 presidential election—so much so that even legislation that passed...
Senate and House Staff Already Discussing SECURE Act
Word on the Hill is that the Senate may decide to take up the House version of the SECURE Act...
SECURE Act Passes House, Bringing Calls for Senate Collaboration
Reflecting on the much-anticipated House vote, Kevin Walsh, principal with Groom Law Group, said today is an important day for...
Employers, Retirement Industry Hungry for Sweeping Reforms
Members of the House and Senate have put forward many ideas for modernizing the laws governing retirement plans, but so...
House Committee Quickly Advances SECURE Act
Like RESA, the SECURE Act contains popular measures to help Americans prepare for their long-term financial future by expanding opportunities to save...