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SECURE
1932 posts
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.
Guide to The SECURE Act, SECURE 2.0 & 3.0
The SECURE Act and SECURE 2.0 have reshaped the workplace retirement plan landscape more dramatically than any legislation…
6 Important SECURE 2.0 Provisions Retirement Advisors Should Know
Vestwell Founder and CEO Aaron Schumm’s take on key changes coming as a result of the new landmark retirement reform legislation
A Guide Dedicated to Those Excited for SECURE 2.0, But Don’t Know Where to Start
The provisions behind the legislation can be difficult to navigate for financial advisors, but resources and guides can help clear the details
New Outline of SECURE 2.0 Provisions Offers Guidance for Plan Sponsors
CliffNotes-like summary provides help for mid- to large-size retirement plan sponsors trying to navigate the expansive new legislation
The Long-Term Impacts of SECURE 2.0
The passage of SECURE 2.0 signals what the retirement industry has long-awaited for—impactful help for millions of Americans
Ubiquity CEO Comments on SECURE 2.0 Impact for Small Businesses
The small business 401(k) provider comments on the most effective provisions for small businesses wanting to offer retirement plans