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SECURE
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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
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