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...
Tag: SECURE 2.0 Act of 2022
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.
Products |
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...
Clarification of the Legislative Changes Made for RMDs
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
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...
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.