Compliance April 20th, 2023 Acting Labor Secretary Su Says SECURE 2.0 Guidance Coming in “Timely Manner” Committee to consider Su's confirmation to replace Marty Walsh, who left the DOL in February.
In Practice April 12th, 2023 New Plans Will Need Engaged Advisers for Success in SECURE 2.0 Era SECURE 2.0 brings opportunity, but also implementation, tracking and administrative questions, according to experts speaking on a PLANADVISER webinar.
In Practice April 3rd, 2023 Adviser Group Forecasts Federal, Private Plan “Battle” Over US Retirement System A government-led plan threatens private 401(k) industry, NAPA head tells national conference. A think tank proponent says the plan focuses...
Compliance April 3rd, 2023 SECURE 2.0’s Disappointments SECURE 2.0 has a number of issues with it such as its budget myopia and failure to expand access adequately.
Compliance March 30th, 2023 AARP, US Chamber Comment on IRS Proposal on Remote Notarization Thursday was the final day to submit comments on the December 2022 IRS proposal to allow remote notarization for many...
In Practice March 29th, 2023 Latino-Owned Businesses May Be Poised for 401(k) Plan Growth As state mandates for small businesses take hold, industry players see opportunity in reaching the underserved Latino population.
Data & Research March 29th, 2023 Capital Group: Now is Optimal Time to Sell Retirement Plans An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state...
Compliance March 28th, 2023 Government Plans Face Unique Challenges With SECURE 2.0 Implementation Catch-ups for those aged 60 to 63 and a mandatory Roth source for HCE catch-ups will be problematic for many,...
Compliance March 24th, 2023 Why 529 Education Savings Plans Are More Valuable Than Ever The SECURE 2.0 Act makes 529s a more appealing investment and potentially an easy financial wellness option for sponsors intimidated...
Deals & People March 18th, 2023 The PLANADVISER Interview: Aaron Schumm, Vestwell Founder and CEO The head of the digital 401(k) provider talks about the firm’s dual strategy of arming the private sector—financial advisers—and the...
In Practice March 17th, 2023 The Financial Wellness Side of SECURE 2.0 Experts at a PLANADVISER webinar discuss how SECURE can push forward more than just retirement savings.
In Practice March 16th, 2023 With SECURE 2.0, the Cash Balance DB Plan May Be Back Experts at a DB Summit discussed the resurgence of cash balance plans and the advantages of variable benefit plans tied...
Deals & People March 8th, 2023 Student Loan Firm Candidly Raises $20.5M in Financing Candidly’s student debt and savings service for employers and retirement recordkeepers has brought in Series B financing led by investment...
Client Service March 7th, 2023 How to Guide Retirement Savers in 2023 Advisers and plan sponsors should encourage savers to focus on opportunities from the Secure 2.0 Act and on building up...
In Practice March 3rd, 2023 529 College Savings Plans Reach Record Amid Student Loan Forgiveness Debate 529 college savings plans reach $411 billion as Supreme Court and private industry considers how to manage student loan burdens.
Compliance March 1st, 2023 What Resumption of Student Loan Payments Would Mean for Employers With pundits saying the Supreme Court will likely strike down student debt forgiveness, employers and providers are getting ready to...
Deals & People March 1st, 2023 Adviser Product Partnerships RBC C&C selects Vestwell as 401(k) provider; Sanctuary Wealth partners with Pontera on retirement asset management; Prudential, Vitality Global expand...
Compliance February 28th, 2023 EBSA Head Says Disclosure, SECURE 2.0, ESG Are Key Priorities EBSA’s Lisa Gomez identified upcoming regulatory priorities related to SECURE 2.0 and the importance of effective disclosure at a conference...
Compliance February 27th, 2023 IRI to Push for Annuities as Default Retirement Investment Option in ‘23 The retirement insurance industry group is calling for legislation that would do away with a liquidity feature that limits certain...
In Practice February 18th, 2023 Employers Working to Address Growing Concerns for Emergency Saving HR leaders are struggling to manage the array of employee stressors related to a lack of emergency funds.