Tag: SECURE 2.0

Among items on DOL/EBSA's agenda: speaking with retirement plan service providers, employers and employees on what regulators can do to...

The two main provisions affecting new plan creation are required automatic features and more generous tax credits.

The language required to allow CITs in 403(b) plans was dropped in the final bill after inter-committee negotiations.

Emergency savings options within retirement plans will finally be possible in 2024. But implementing them will require work that might...

The retirement reform legislation requires interest credits to be “reasonable” and no higher than 6%.

The retirement reform legislation is now officially passed, with widespread industry support.

SECURE 2.0 allows sponsors to offer retirement matching contributions for participant student loan payments.

The passage of sweeping policy to increase retirement saving among Americans now awaits presidential signature.

Provisions found in the Work Act and SECURE 2.0 Act, both parts of the spending package, are intended to promote...

Legislation now needs Congressional approval, along with the budget, and the president’s signature this week.

Pooled employer plans are still a nascent offering in the retirement market, but an increasing number of advisers want them...

The CEO of nearly five years will turn to fiction writing in 2023, leaving a remarkable legacy at EBRI.

Firms offering low-cost smaller company retirement plans say business is booming despite market volatility, but opinions are mixed on how...

Passage of the final bill depends on whether Congress can pass an annual budget.

On the same day Senator Rob Portman, a retirement-legislation leader, gave his farewell speech, a survey from the massive independent...

The legislative package may be running out of time, suggested Senator Ben Cardin at the EBRI Retirement Summit.

ESG-minded investors have cause for concern, as Republicans prepare to take control of the House.

Industry actors and interest groups continue to express enthusiastic support for SECURE 2.0 and support its passage in the coming...

Research shows ESAs can increase investment in retirement savings accounts, but Senate bills involved in SECURE 2.0 package contain different...

A shift in Congressional power in Washington to Republicans could delay passage of SECURE 2.0 and push Democrat's ESG and...