Preparing for Next Round of SECURE 2.0 Provisions
More sweeping provisions will become active in January.
Tag: SECURE 2.0
Moving Beyond SECURE 2.0
Retirement plan advisers discuss how they’re wrapping up 2024 with clients and preparing for the year ahead.
Great Gray Presses Senators to Allow 403(b) Plans to Use CITs
The CIT trust company and two law firms argue against consumer groups seeking to halt a bill that would let...
What Is Driving Plan Startups?
Providers credit state mandates and tax incentives, but others point to adviser interest in small plans and more uptake for...
ERISA Committee Wants More Guidance From IRS on Student Loan Matching
ERIC makes the request after guidance the IRS gave this summer.
Financial Security First
The case for plan advisers to integrate SECURE 2.0 emergency savings solutions.
SPARK Meeting Addresses Roth Catch-Up Preparedness
Committee lays out recordkeeper and payroll provider workflow for the pending SECURE 2.0 Roth catch-up mandates.
Participants Have Plan Distribution Options During Hurricane Season
With tropical storm season causing extensive damage, it’s a good time to ensure plan participants know they can take out special disaster...
Bill to Allow CITs in 403(b) Plans Introduced in Senate
The introduction of the bill comes after a similar proposal was passed by the House of Representatives on March 8.
Budget Scoring Methods Could Lead to More Complicated Roth Policies
More tricky Roth provisions could be inserted into retirement plan legislation, as long as budget incentives continue to drive policy...
IRS Proposals Aim to Clarify SECURE 2.0 RMD Reforms
RMD age increases, annuities and excise tax corrections would be codified by the proposals.
Fidelity Reveals Top 5 Optional Provisions Plan Sponsors Are Most Likely to Adopt
Survey shows plan sponsors are most likely to adopt increased catch-up contribution limits for participants aged 60 through 63.
SPARK To Host Workshops On SECURE 2.0 Implementation
SPARK Institute and Vangaurd will host the workshops to focus on collaboration between retirement plan recordkeepers and payroll providers on...
SECURE 2.0 Lost and Found Proposal Faces Industry Headwinds
ERIC and SPARK argue that the DOL’s data request goes beyond the intent of the statute and may create participant...
The ‘Rothification’ of Retirement Plans: Opportunity and Complexity
In-plan Roth contributions have been available for over 20 years, but recent retirement legislation will increase both their use and...
Roth in Reality
Further guidance is needed for recent federal retirement legislation as industry faces implementation.
Retirement Plan Tax Credits for the Smallest Employers Gain Traction in Congress
The RISE Act would raise credits for micro-businesses with less than ten employees.
Plan Sponsors Seeking Advisers with SECURE 2.0 Know-how
Many plan sponsors are in search of advisers and consultants who can help guide them through SECURE 2.0, UBS finds.
IRS Clarifies SECURE 2.0 W-2 Changes
Roth contributions, natural disasters and de minimis incentives could require tax reporting changes.
