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SECURE
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SECURE 2.0: More ‘Impactful’ Stuff Plan Sponsors Don’t Need; Didn’t Ask For
This op-ed by Jack Towarnicky argues Congress is largely focused on the wrong issues with the massive new retirement reform legislation package
5 Most Meaningful Provisions of SECURE 2.0
Northern Trust Asset Management’s Lee Freitag identifies the most impactful provisions of the new legislation
Pete Swisher Deciphers SECURE 2.0’s Complex Startup Tax Credit
The new SECURE 2.0 legislation has brought with it plenty of questions and confusion about its 92 different provisions, and few might be more confusing—or impactful—than the startup tax credit provision for small employers.
SECURE 2.0 Startup Tax Credits Explained in New Resource
Pete Swisher and the team at Group Plan Systems and sister company Pension Resource Institute release guide to help advisors understand the highly impactful provision
NAGDCA Creates ‘SECURE 2.0 Summary’ for Governmental DC Plans
The association provides an in-depth view of the 38 provisions in SECURE 2.0 that impact government-sponsored plans
Great SECURE 2.0 Advice for Advisors: VCI Industry Leaders Summit
Pete Swisher, Bonnie Treichel and Laurel Taylor dish out timely tips during a weekend session at the Viking Cove Advisor Alliance Industry Leaders Summit
Glitch-Fixing: How 2024 Catch-Up Contributions Could Be Restored in SECURE 2.0
Two likely (and one unlikely) solutions identified to correct drafting error that jeopardizes all 401(k) catch-up contributions starting in 2024
Tax Credits Under SECURE 2.0 Expand Small Business Coverage
The new and revised tax credits under SECURE 2.0 eases the path in offering a 401(k) plan for small business employers
Employers Yawn at SECURE 2.0 Provisions
New data from Alight found interest in SECURE 2.0 provisions remains fairly low for plan sponsors
Bonnie Treichel Talks Retirement Income Solutions, New ESG Rule and SECURE 2.0
There’s a select few people in the retirement business who seem like they’re just about everywhere, and are involved in just about everything. Bonnie Treichel from Endeavor Retirement is one of those people.