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SECURE
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DOL Proposes SECURE 2.0 Auto-Portability Regulation
The regulation seeks to reduce cash-outs for workers when changing jobs, the DOL said in its announcement
IRS Issues Guidance for Plan Sponsors Setting Up Emergency Savings Accounts Under SECURE 2.o
Guidance focused on reasonable measures employers can take to discourage potential manipulation of PLESA matching contribution rules
CFP Board Releases SECURE 2.0 Exam Resource, Reports All-Time High in CFP Professionals
There are now nearly 100,000 CFP Professionals, with most ever exam-takers in a single year recorded in 2023
One Year Later: SECURE 2.0 Impacts on Retirement Plan Advisors
A new Escalent report looks at the top SECURE 2.0 provisions influencing advisors, from RMDs to catch-up contributions
IRS Reminds Retirement Savers of RMD Deadlines, SECURE 2.0 Changes
Those age 73 and older must make required withdrawals from retirement plans by Dec. 31
SECURE 2.0, Managed Accounts, and More: Top 2024 Trends
A HUB report forecasts the upcoming trends impacting the retirement industry in 2024
3 Key Fixes in New SECURE 2.0 Technical Corrections Bill
While CITs in 403(b)s remain in limbo, issues with catch-up contributions, Starter Ks and RMDs would be solved—if the bill can find a larger vehicle to attach itself to
2024 SECURE 2.0 Insights with Principal’s Lance Schoening
As we head toward 2024, more and more provisions of the landmark SECURE 2.0 retirement reform legislation package are coming online, including some provisions that have lots of people in the industry really excited.
6 SECURE 2.0 Changes Coming to Retirement Plans in 2024
Employee Benefits Alert from law firm Bradley highlights key changes to 401(k)s in the coming year
SECURE 2.0 Roth Catch-Up Delay: More IRS Guidance to Come
While news of a two-year pause for the Roth catch-up contribution requirement provided welcome relief from a looming 2024 deadline, more questions about Section 603 remain