New Micro-Plans Will Receive Expanded Tax Credit if Bill Passes
Startup retirement plan sponsors with less than 10 employees would receive a minimum of $2,500.
Tag: SECURE 2.0
Cover Story
At the Core
The adviser’s essential role is to help clients meet their fiduciary obligations.
New PBGC Guarantee Levels, Premiums Announced for 2024
The PBGC also released new guarantee tables for different annuity types.
Industry Advocates Implore DOL for Regulatory Clarity on SECURE 2.0
Emergency savings and disclosures were points of focus.
SECURE 2.0: Provisions, Mandates and Uncertainties
Experts review the road map for current and upcoming dates of the retirement legislation.
Will ESOPs Finally Get Regulatory Clarity?
SECURE 2.0 requires DOL to create rules for ESOP valuation.
Guideline Launches Starter 401(k) Retirement Plan for Small Businesses
The new program, Starter, will compete with state-backed IRA programs, according to Guideline’s COO.
Few Retirees, Pre-Retirees Seek Advice Despite Financial Security Fears
Only 35% of retirees and 37% of those 50 or older look to a financial professional for advice, Transamerica finds.
ADP Exec: Start Auto-Enrollment With New Clients Now
With SECURE 2.0 deadlines pending, plan advisers should also start talking to plan sponsors about providing company matches as post-tax...
7 Questions Advisers Can Ask Plan Sponsors in Q4
Vestwell’s director of plan design consulting shares a playbook of options advisers can discuss in year-end plan meetings with longtime,...
Aspen Institute Retirement Experts Look to Saver’s Match to Close Savings Gap
An Aspen Institute forum on retirement considered major sector issues, including leveraging SECURE 2.0's 50% federal matching contribution deposited directly...
Employee Fiduciary LLC Calls On DOL to Improve 401(k) Fee Transparency
The small business retirement plan advisory provided three recommendations to improve participant fee awareness.
Advisers: Roth Catch-Up Extension Welcome, Clarity Still Needed
Retirement plan advisers were happy to tell plan sponsors about the two-year Roth catch-up extension. But the hard work isn’t...
IRS Extends Roth Catch-up Contribution Deadline
The IRS extended the requirement by two years to 2026 so that any catch-up contributions from higher income earners must...
With Roth Use Set to Grow, Vanguard Stresses Participant Education
The firm’s retirement head says its plan sponsor clients are ready for implementation, but participants can use more information.
The PLANADVISER Interview: David Musto, Chair and CEO, Ascensus
The head of Ascensus discusses the importance of partnering with advisers to foster innovation in the retirement plan space.
DOL Seeks Comment on Select SECURE 2.0 Enactments
From PEPs to emergency savings accounts, the DOL’s EBSA is welcoming input on changes and revisions to retirement plan administration.
Paychex PEP Doubles in Past Year, Driven by Small Plan Startups
The payroll and small 401(k) provider has signed 25,000 plans to its PEP.
Stumbling Blocks for 401(k) Startups
Small plan options abound for employers, so why do only 34% of small businesses offer workplace retirement plans?
IRS Issues RMD Relief Related to SECURE Rules
The IRS notice provides additional time to rollover mistaken required minimum distributions as well as RMD relief for IRA beneficiaries.