Browsing Tag
SECURE 2.0
194 posts
Past Year ‘Transformational’ at Strongpoint Partners
Chicago-based retirement services platform touts growth in 2024 "Year in Review"
401(k) Forfeiture Lawsuits and SECURE 2.0 Compliance with Richard Clarke
The “flavor of the month” in retirement plan ERISA lawsuits seems to be 401(k) forfeiture reallocation cases, where…
Student Loan Retirement Match Program Making a Big Impact at Candidly
SECURE 2.0-enabled solution driving significant increases in retirement plan participation and employer match maximization, reveals provider’s 2024 Annual Impact Report
Avoiding the Snags of Long-Term, Part-Time Rules
Experts Theresa Conti and Christina Tunison break down the complexities behind long-term, part-time rules
Vestwell Enters Emergency Savings Account Market
In wake of SECURE 2.0 provision to promote emergency savings, company expands its suite of financial wellness solutions with a new workplace ESA
House and Senate Reintroduce CITs in 403(b) Plans Legislation
Both bills would open a path for 403(b) plans to invest in CITs
Saver’s Match Could Solve the Retirement Savings Gap: Morningstar
Using a Morningstar model, the firm observes that the SECURE 2.0 provision could lead to higher savings among groups
SECURE 2.0 Provisions Remain a Top Priority for Plan Sponsors
MFS’ Retirement Outlook 2025 reveals key themes for 2025, including risk of a “no-landing scenario”
Key DC Trends Shaping the Retirement Industry in 2025
A T. Rowe Price U.S. Retirement Market Outlook webinar highlighted major themes impacting the retirement space in 2025
IRS, Treasury Department Release Proposals on Catch-Up Contributions and Auto Enroll
The proposed guidance comes as a surprise, as many of the provisions were already enacted on Jan. 1