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SECURE
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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
Ascending SECURE 2.0: Catch-Up Contributions
Reaching summit of the landmark law’s changes made more challenging by two big looming provisions, say contributors Sydney Aeschlimann and Robert Stebbins
Roth Catch-Up Contributions: Navigating the SECURE 2.0 Delay to 2026
In their latest installment on SECURE 2.0 provisions, industry experts Christina Tunison and Theresa Conti navigate transitioning catch-up contributions to Roth accounts
Financial Finesse, SecureSave Reveal Partnership Expanding ESAs
Users will be able to sign up for an emergency savings account through SecureSave's page on the Financial Finesse platform