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SECURE
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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
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