IRS Explains Deadlines for Required, Discretionary Plan Amendments
Due dates for certain plan document amendments related to the SECURE and SECURE 2.0 Acts are extended beyond year-end 2026.
Tag: Setting Every Community Up for Retirement Enhancement Act of 2019
Benefits |
401(k)s Help Workers Save. Can They Also Help Them Spend in Retirement?
As ‘Peak 65’ continues and a record number of Americans enter retirement, plan sponsors are discovering that keeping retirees’ money...
Benefits |
Size Matters. Has SECURE 2.0 Helped?
New and enhanced tax credits are driving up small plan adoption, but time is ticking.
Benefits |
SECURE 2.0: What’s Effective This Year and What Plan Sponsors Need for 2026
While implementing SECURE 2.0 provisions effective 2025, plan sponsors prepare for a big change next year.
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...
Benefits |
Providing Retirement Benefits Can Benefit Employers
Tax benefits and new credits aim to offset the cost of setting up new retirement plans and can be a...
Senate Takes Up Plan Startup Retirement Tax Credit Legislation
The legislation mirrors another bill in the House, which increases credits for offering retirement plans for the smallest businesses.
Products |
The 3-Letter Plan Type You Haven’t Heard of
Defined Contribution Groups—DCGs—offer another option for sponsors seeking to simplify some administrative tasks.
Benefits |
In PEPs, Attaining Economy of Scale Is Critical, Sometimes Illusive
While the pooled plan providers, sponsors of multiple employer plans, continue to see asset inflows, for sponsors, joining a PEP...
Insurance Broker’s PEP Launches for Private Equity, Venture Portfolio Firms
San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity...
Auto-Enrollment Gains in Popularity Among Retirement Plan Participants
An annual American Century Investments survey revealed a major increase in acceptance and expectation of employers pushing employees to save...
Are Tax-Exempt Employers Eligible for Secure 2.0 Credits for Starting a Retirement Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.