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SECURE
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First 403(b) Pooled Employer Plan Launches Post SECURE 2.0
The Platinum 401k brings the first 403(b) program to the market after SECURE 2.0 permits the nonprofit plans to maintain a PEP, with Voya as recordkeeper and LeafHouse Financial as 3(38) investment manager
401(k) Industry Still Pleading for Delay in SECURE 2.0 Catch-Up Contribution Requirement
Heavyweight list of organizations urge government to delay change currently set for start of 2024 that could eliminate catch-up contributions; Treasury Department expected to issue guidance soon
2 Secure 2.0 Provisions: Financial Relief for Young 401(k) Users
Cerulli report explains how emergency savings and student loan provisions in new legislation can boost financial wellness for Gen Z and Millennials
How Certain SECURE 2.0 Provisions Can Ease Participant Retirement Savings Challenges
T. Rowe Price white paper explains how emergency savings and student loan provisions can boost financial wellness
DOL Urged to ‘Prioritize’ 6 SECURE 2.0 Provisions
Emergency savings accounts provision among those singled out in letter from Senate HELP Committee Chair Bernie Sanders and Ranking Member Bill Cassidy
SECURE 2.0 Technical Corrections Legislation Coming Soon
Congressional leaders tell Treasury, IRS that fixes to prevent unintended consequences (including inadvertent annulment of catch-up contributions) are on the way
Broadridge Fi360: ChatGPT, SECURE 2.0, and a Rebrand
The first day of the conference touched on trends in the retirement plan market and recent developments within Broadridge Fi360
DOL Prioritizing ESG, New Fiduciary Rule and SECURE 2.0 Projects, Says Gomez
Assistant Secretary of Labor Lisa Gomez touched on the DOL’s priorities in the next year, including a potential upcoming fiduciary rule, enhanced education on ESG factors, and SECURE 2.0
Reish Highlights ‘Remarkable’ Government Incentives in SECURE 2.0
Speaking at the Qualified Plan Fiduciary Summit Tuesday, the noted ERISA expert pointed out some attractive incentives intended to spur small 401(k) plan startups
2023 NAPA 401(k) Summit: SECURE 2.0 Creates Small Market Opportunities
Experts discussed how plan advisors can take advantage of SECURE 2.0 provisions for the small plan market