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SECURE
1874 posts
OneDigital’s Secure Future PEP Goes National
Milestone reflects both the strength of the $600 million Pooled Employer Plan and increasing demand among employers and advisors
When Complexity Becomes Risk: Fiduciary Exposure in the Next Phase of SECURE 2.0
Another exclusive installment of our “How Not to Get Sued” Deep Dive explores how to strengthen governance, improve documentation and approach fiduciary responsibility with renewed rigor
SECURE 2.0 Adoption Trends: Plan Sponsors Lean Into Enhanced Catch-Up Contributions
New Vanguard analysis finds more than 9 in 10 plans have implemented the higher catch-up limit
Great Gray Secures flexPATH CIT Fund Sub-Advisory Assets
The move signals the end of flexPATH’s CIT fund sub-advisory business
Aboon Secures $17.5M Funding Round, EFE’s Shah Steps Down
Plus the latest news from ICI, Daybright Financial, Nationwide, Sharebuilder 401k, and more
A Playbook on IRS Final Regulations for Roth Catch-Up Contribution Requirements Under SECURE 2.0
The Wagner Law Group’s Jon Schultze and Barry Salkin explain the coming changes
New York Secure Choice Goes Live with Vestwell
The state-run auto IRA program will be administered by Vestwell, who will provide recordkeeping, custodial, and administrative services
New SPARK Guide Helps DC Plans Navigate SECURE 2.0 Roth Catch-Up Rules
“Best Practice” guide aligned with just-released IRS/Treasury final regulations
NAGDCA Requests Extra Timing on SECURE 2.0 Catch-Up Contributions
The organization calls for additional implementation timing for governmental plans, noting how collectively bargained plans had received more time
Basic Capital Secures $25M Series A Funding
The 401(k) provider offers alternative funds in its retirement plans