Workers Eligible for Saver’s Match Likely to See Significant Increases in Retirement Wealth
A new Morningstar report found that the Saver’s Match, if enacted on schedule in 2027, would disproportionately improve the retirement...
Tag: SECURE 2.0 Act of 2022
Do New-Plan Auto-Enrollment Rules Apply to Existing Employees?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Treasury, IRS Issue Proposed Regulations on SECURE 2.0 Provisions
The agencies proposed guidance on how plan administrators can comply with the Roth catch-up rule that begins in 2026 and,...
Adoption of Optional SECURE 2.0 Provisions Still Slow Going Into 2025
Emergency sidecar accounts and student loan matching have been picked up by few employers, according to a new Alight survey.
DOL Launches Database for Retirement Savings Lost and Found
The database is designed to help America’s workers search for retirement plans that may still owe them benefits.
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The Mechanics of Matching
Employers are reconsidering the most important factors in setting their workers up for savings success.
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How SECURE 2.0 Provisions Can Alter Employer Strategies for 2025, 2026
Several options could aid in recruitment, retention and financial wellness.
CIT Provider, Attorney Reps Press for 403(b) Access to CITs
Great Gray trust and two law firms have sent letters to U.S. Senators pressing for them to pass a bill...
Lisa Gomez Expects Fiduciary and ESG Rules to Face Reversals in 2nd Trump Administration
EBSA head says she is likely on a ‘farewell tour,’ speaking Tuesday at the PLANADVISER 360 conference.
What SECURE 2.0 Provisions Should Plan Sponsors Be Aware Of in 2025?
Vanguard’s David Stinnett discusses the handful of changes going into effect that will impact retirement plan administration next year.
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Plan Sponsors Weigh SECURE 2.0 Options
Implementation is still gaining steam for 2024 provisions such as offering additional emergency savings options and a match for student...
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Biden Administration Stresses SECURE 2.0 and Financial Inclusion
Treasury Department report includes a strong focus on implementing programs like the Saver’s Match.
ERISA Industry Committee Seeks Additional IRS Guidance on Student Loan Matching
Following guidance released this summer by the IRS about SECURE 2.0’s student loan matching provision, the advocacy organization still has...
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Walgreens Will Offer Student Loan 401(k) Match Program
The retail pharmacy and health care provider will provide 401(k) matching contributions for employees making qualified student loan payments, starting...
What the End of the Student Loan On-Ramp Period Could Mean for Retirement Savings
After Monday, student loan borrowers may face credit score and fee penalties due to missing or late payments.
Will Age 60-63 Catch-Up Contributions Have to Be Made as Roth?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can Self-Certification be Used for Unforeseeable Emergency Distributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
IRS Reminds Plan Sponsors of Plan Amendment Deadlines
The IRS ‘grab bag’ notice provides several extended deadlines for both required and discretionary retirement plan amendments.
IRS and Treasury Request Comments on Saver’s Match Contributions
The regulators are seeking input by November 4 on the federal program scheduled to begin in 2027.
Smaller Plans, Larger Costs
While 401(k) plan fees are a bigger ask for small plans, the savings benefits to participants still tend to be...