Tag: SECURE 2.0

The new mandatory Roth treatment for certain catch-ups introduced by SECURE 2.0 continues to concern retirement professionals.

Vestwell’s director of plan design makes the case for advisers to work on small plans, while Sallus Retirement growth officer...

The left-behind 401(k) accounts are estimated to hold about $1.65 trillion in assets, as of May.

The new rule would seek to redefine when investment advisers for plans and IRAs are 3(21) fiduciaries.

After adoption of automatic enrollment increased consistently over 15 years, plan participation reached a record high in 2022.

Users will be able to view their education savings alongside their other investments in one dashboard. 

BlackRock research shows that emergency savings balances helped low-income households keep more money in their retirement savings accounts during the...

PLANADVISER’s top retirement adviser pulse survey finds optimism about the legislation, alongside a healthy dose of questions and advice for...

Principal debuts registered index-linked annuity solution; Jackson enhances RILA suite; Prudential Advisors introduces fee-based annuities; and more.

President Joe Biden's Saturday signature avoided a June 5 default by the U.S. government. 

The offering is geared toward businesses and state auto-IRA programs. 

The bill now moves to President Biden for signature ahead of the June 5 default date.

The recommended focus areas include emergency savings and defined benefit annual funding notices.

SECURE 2.0 laid out changes to IRS correction programs, but the May guidance clarifies how they will operate until the...

A bill approved by the House Committee on Financial Services would permit CITs in all 403(b) plans to bring parity...

The errors include the startup credit, RMD, SIMPLE IRA plans and Roth catch-ups.

This is the second time in three months the advocacy group has warned federal regulators and appealed for assistance.

The EBSA head also discussed the need to educate market participants on the DOL's ESG rule and changes to COVID-19...