Tag: SECURE 2.0 Act of 2022

The legislation is a first step to allowing the lower-cost investments' use in nonprofits and school retirement plans.

Michigan-based Dawn Foods Inc. changed its contribution matching formula to increase the total and reduce participants’ confusion.

Advertised as a more cost-efficient and less burdensome way for small employers to offer a retirement plan, pooled solutions may...

A luxury goods company, media company, beauty retailer and media and entertainment company are all employers implementing student loan debt...

Plan sponsors, recordkeepers and payroll providers face many challenges when it comes to implementing the SECURE 2.0 provision requiring certain...

LifeYield releases Annuity Income Layer; NAGDCA offers enhanced SECURE 2.0 Resource; and Voya launches new supplemental health benefit to help with...

The IRS December grab bag notice provisions on de minimis incentives and terminally ill distributions also received some pushback from...

As loan repayments are an obstacle limiting employees’ retirement savings, education savings benefits are an opportunity for employers to relieve...

A few informal proposals have been made in recent years, and none got very far.

That’s despite citing profitability and plan cost among their chief reasons for not starting a plan.

In 2023’s fourth quarter, the number of tax-preferred education savings and prepaid accounts rose to 16.4 million.

The pooled employer plan is live from one of the country’s biggest PEP administrators alongside a leading TDF provider.

It’s still a work in progress, as a legislative proposal makes its way through Congress.

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

SECURE 2.0 requires part-timers to be made eligible for elective contributions after two years of service.

PLESAs can address liquidity concerns for workers, one of SECURE 2.0’s co-authors argued at the EBRI-Milken Retirement Symposium.

Speakers review what the wide-ranging retirement law means for higher education, nonprofit, health care and government employers.

Automatic features and the saver’s match will bring more security to those currently in their 30s than those in their...

Service providers could charge a fee directly to an IRA owner for executing a transfer to their new qualified plan.

With new guidance from the DOL and IRS, employers have an opportunity to hit the ground running and adopt pension-linked...