Compliance October 11th, 2023 Industry Advocates Implore DOL for Regulatory Clarity on SECURE 2.0 Emergency savings and disclosures were points of focus.
Compliance October 11th, 2023 SECURE 2.0: Provisions, Mandates and Uncertainties Experts review the road map for current and upcoming dates of the retirement legislation.
Compliance October 4th, 2023 Will ESOPs Finally Get Regulatory Clarity? SECURE 2.0 requires DOL to create rules for ESOP valuation.
Products October 2nd, 2023 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.
Data & Research September 28th, 2023 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.
In Practice September 13th, 2023 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...
In Practice September 8th, 2023 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,...
In Practice September 7th, 2023 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...
Compliance September 5th, 2023 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.
Compliance August 29th, 2023 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...
Compliance August 26th, 2023 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...
In Practice August 22nd, 2023 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.
Deals & People August 18th, 2023 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.
Compliance August 11th, 2023 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.
Products August 2nd, 2023 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.
Practice Management August 1st, 2023 Stumbling Blocks for 401(k) Startups Small plan options abound for employers, so why do only 34% of small businesses offer workplace retirement plans?
Compliance July 17th, 2023 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.
Compliance July 12th, 2023 Insurance Group Calls On White House to Support More Retirement, Annuity Legislation The IRI wrote to the Biden administration in the hopes it will back retirement legislation that paves the way for...
Products July 5th, 2023 PEP Growth Slows as Startups Fold An IRS clarification that expanded audits for PEPs may be a factor for some providers in leaving the market.
Client Service June 28th, 2023 Vestwell Expands MEP and PEP Solutions Vestwell's new offerings include a range of “affordable 401(k) plan options” for advisers to provide small and medium-sized business clients.