Tag: SECURE 2.0 Act of 2022

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...

The proposal would implement a SECURE 2.0 provision intended to make it easier to transfer money between DC plans to...

The document clarifies acceptable investments, the $2,500 limit and other items for the feature enabled by SECURE 2.0 legislation that...

Plan sponsors should consider diversifying their fixed-income allocations in their investment menus, as well as exploring optional SECURE 2.0 provisions,...

The notice outlines methods sponsors may not use to counter the abuse of sidecar account matching contributions, instead asking for...

The DOL and IRS have both issued updates for the three composite plan types.

Several schedules have been updated to reflect regulatory changes from both the DOL and IRS.

The growing pool of workers 65 and older is affecting how plan sponsors should look at workplaces and benefits in...