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SECURE
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Participants Prefer SECURE 2.0 PLESA Benefit Over Withdrawal Feature
While respondents generally liked both offerings, more were partial to the $2,500 PLESA benefit
After SECURE 2.0: Rethinking Roth 401(k) vs. Roth IRA
No controversy—Roth 401(k) and Roth IRA are still “better together”
OregonSaves Secures $5M for Childcare Workers Retirement
The money from the American Rescue Plan Act will be disbursed to over 900 childcare workers in the beaver state
Morningstar Retirement, Nuveen Collaborate to Offer TIAA Secure Income Account
Deferred fixed annuity is designed to be used within a managed accounts program or custom target date model portfolio
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