Deals and People | January 25th, 2023 MFS Investment Management Hires SECURE 2.0 Expert as Retirement Strategist Industry research veteran Jeri Savage, previously at Goldman Sachs, joins to lead defined contribution plan efforts.
Compliance | December 22nd, 2022 With SECURE 2.0 Through The Senate, Retirement Experts Widely Endorse House Approval Legislation gets wide acclaim as a positive reform in the retirement sector as passage hinges on House vote.
Benefits | December 16th, 2022 2022 Plan Progress Webinar Series: Student Loan Debt Benefits A panel of experts in workplace benefits outlined student loan debt assistance benefit options available to employers, in the current...
Compliance | November 14th, 2022 What SECURE 2.0 Could Mean For Emergency Savings The SECURE 2.0 retirement reform package contains various emergency savings provisions designed to boost Americans’ financial security and the long-term...
Compliance | October 31st, 2022 Washington Insiders Offer Timeline Update on SECURE 2.0 Comprehensive retirement reform is expected to pass this year and is intended to increase access to retirement accounts.
Compliance | October 26th, 2022 ERIC Calls for SECURE 2.0 To Pass This Year In addition to voicing its support, ERIC also offered recommendations and criticism on various provisions in the legislation.
Benefits | September 29th, 2022 Congressman Jim Himes Optimistic SECURE 2.0 Will Pass Himes tells the Investment Adviser Association of the bipartisan support for SECURE 2.0, and shares his views on sanctions.
Investing | September 15th, 2022 Wilmington Trust Launches CIT Onboarding Tool The tool for employer-sponsored plans seeks ‘democratization’ of the use of collective investment trusts.
Compliance | June 7th, 2022 Markup Scheduled for RISE & SHINE Act Retirement security organizations, a nonprofit and the U.S. Chamber of Commerce have submitted comment letters on the discussion draft, which...
Compliance | May 27th, 2022 Senators to Propose Retirement Bill Tackling Emergency Savings Murray and Barr bill would address retirement and emergency savings.
Data and Research | May 17th, 2022 Three in Four Small Businesses Don’t Offer a 401(k) Plan Lawmakers and states are making efforts to address the perceptions that some businesses are too small to offer a plan...
Compliance | March 28th, 2022 Capitol Hill Puts Focus on Retirement Security Legislation The house will hold a committee hearing focused on improving Americans’ retirement savings and investing opportunities and vote on the...
Data and Research | January 20th, 2022 Plan Sponsors Expected to Bring Changes Benefiting Workers A higher salary might not be as effective to attract recruits as providing generous benefits, such as larger employer matching...
Compliance | July 22nd, 2021 Post-COVID, Lawmakers Return, in Earnest, to Retirement Readiness During a SIFMA webinar earlier this week, Congressional leaders and asset management executives discussed SECURE Act 2.0 and other legislation...