Tag: SECURE 2.0

Vestwell’s Kevin Gaston offers an analysis of legislative changes, emerging challenges and strategic financial opportunities.

The Chamber of Commerce commented to the IRS that their members are not worried about participants contributing to PLESAs solely...

The DOL’s EBSA will take public comments for an additional 30 days.

Experts shared the provisions of the SECURE 2.0 Act of 2022 that are generating the most buzz in a PLANADVISER...

On the other side of the equation, plan loans were up 12% year-over-year, and hardship withdrawals increased modestly.

The amendment is a first step in meeting industry calls to extend the lower-cost investment vehicle beyond 401(k) plans.

Specifically, commenters request that single-employer plans not required to have automatic features, should retain that status when joining a MEP...

Industry has always organized to defeat even marginal changes to the tax-preferred status of DC plans.

The research institute also found that some businesses would consider ending their plan and joining a state-run auto-IRA program if...

A report from Cerulli also found that student loan matching and Roth matching are among the most recommended SECURE 2.0...

Many stakeholders expressed concern with the administrative hassle of tracking the service of long-term, part-time employees and said compliance would...

A former senior Senate staffer spoke at the EBRI-Milken Retirement Symposium about how pension-linked emergency savings accounts can greatly encourage...

An expert from Pentegra talks about developments shaping the retirement landscape, and what advisers may want to do about them.

Research from EBRI forecasts the two features will do more for retirement savings than other provisions.

The proposal would permit providers to charge fees for auto-portability services.

The FAQ guidance builds on earlier IRS directives, with a focus on investments and fee structures.

According to Escalent research, advisers are more likely to focus on immediate or traditional plan provisions with sponsors.

The notice calls for stakeholders to recommend appropriate enforcement actions to prevent the gaming of employer matches on ESAs.

The IRS provided clarification about ‘grandfathered’ plans, and the DOL announced Form 5500 updates that include Schedule DCG.

The new form contains modifications for both SECURE Acts.