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SECURE
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DOL Grants Temporary Relief on SECURE 2.0 Paper Statement Rules
Bulletin gives plan sponsors, recordkeepers, and TPAs added flexibility as industry prepares for new paper pension statement requirements and awaits final DOL regulations
Plan Sponsors Want Retirement Income Support in SECURE 3.0
66% of employers in a MetLife report would support a SECURE 3.0 package that includes retirement income legislation
What Might Make SECURE 3.0—and How Advisor Input is Influencing the Next Big Retirement Bill
At this week’s NAPA 401(k) Summit, ARA’s Brian Graff, Kelsey Mayo and Josh Oppenheimer outlined which member-directed initiatives are being pushed for inclusion as a potential mega-bill is expected to take shape over the next two years
Graff: SECURE 3.0 Set to Be Bigger, Driven by Auto-Enrollment Push
At the NAPA Summit, ARA CEO Brian Graff said political alignment is building for sweeping retirement reform centered on universal coverage, enhanced Saver’s Match, and auto-enrollment—potentially adding millions of new plans and tens of millions of savers
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