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SECURE
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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
401(k) Forfeiture Lawsuits and SECURE 2.0 Compliance with Richard Clarke
The “flavor of the month” in retirement plan ERISA lawsuits seems to be 401(k) forfeiture reallocation cases, where…
SECURE 2.0 Provisions Remain a Top Priority for Plan Sponsors
MFS’ Retirement Outlook 2025 reveals key themes for 2025, including risk of a “no-landing scenario”
Participants with Advisors Way More Confident of Secure Retirement
First Pontera 401(k) Literacy Study finds more than 8 in 10 participants working with a financial advisor are better informed and contribute more