Tag: SECURE 2.0

Half of employers plan to add emergency savings and student loan debt matching via SECURE 2.0, according to MFS Investment...

The president and COO of Nationwide Financial argues the rule would be bad for retirement plan and annuity product investors. 

When asked whose counsel they would seek before setting up an employee retirement plan, small business owners prioritized family, friends...

Amassing sufficient retirement income and the impact of taxes on retirement savings are small business owners’ top concerns.

The Maryland senator was a leader in drafting and passing SECURE 2.0 legislation.

No floor vote has been scheduled for the confirmation of the acting Secretary of Labor, who faces Republican opposition.

403(b) plan advisers may have their patience rewarded with a potential bill to allow CITs is on the table.

SECURE 2.0 gives advisers ample opportunity to connect with plan sponsors to ensure they are ready for both mandatory and...

Committee to consider Su's confirmation to replace Marty Walsh, who left the DOL in February.

SECURE 2.0 brings opportunity, but also implementation, tracking and administrative questions, according to experts speaking on a PLANADVISER webinar. 

A government-led plan threatens private 401(k) industry, NAPA head tells national conference. A think tank proponent says the plan focuses...

SECURE 2.0 has a number of issues with it such as its budget myopia and failure to expand access adequately.

Thursday was the final day to submit comments on the December 2022 IRS proposal to allow remote notarization for many...

As state mandates for small businesses take hold, industry players see opportunity in reaching the underserved Latino population.

An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state...

Catch-ups for those aged 60 to 63 and a mandatory Roth source for HCE catch-ups will be problematic for many,...

The SECURE 2.0 Act makes 529s a more appealing investment and potentially an easy financial wellness option for sponsors intimidated...

The head of the digital 401(k) provider talks about the firm’s dual strategy of arming the private sector—financial advisers—and the...

Experts at a PLANADVISER webinar discuss how SECURE can push forward more than just retirement savings.

Experts at a DB Summit discussed the resurgence of cash balance plans and the advantages of variable benefit plans tied...