Browsing Tag
SECURE 2.0
180 posts
Student Loan Matching in Retirement Plans: Tips for Advisors and Clients
Retirement industry experts Theresa Conti and Christina Tunison explore how advisors could help clients implement the SECURE 2.0 provision
RSAA: Improved Plan Access, But Worse Overall Outcomes, Morningstar Retirement Finds
New research paper finds Millennials and Gen Z savers would fare worse under Retirement Savings for Americans Act proposed in Congress
4 in 10 Taking Early 401(k) Withdrawals; 2 in 3 Not Paying it Back
New FinanceBuzz survey finds “record” number of people taking early withdrawals with the average amount being about $15,000
Walgreens Launches Student Loan 401(k) Match Program
Walgreens is the latest in a list of massive chains now offering student loan matching benefits
2025 401(k) Contribution Limits: Milliman Halves its Increase Prediction
Final forecast before official limits announced by IRS now predicted at $500 and $1,000 increases for individual and combined DC plan contributions
Retirement Industry Gathers to Celebrate ERISA at 50
ERISA 50th Symposium and Gala taking place in Washington D.C. on Thursday; daytime event will be livestreamed for those unable to attend in person
Industry Groups Press Congress to Finalize SECURE 2.0 Technical Corrections
The ICI and the IRI are among some of the groups urging Congress to pass the SECURE 2.0 Technical Corrections Act of 2023
Bipartisan Bill to Allow CITs in 403(b)s Introduced in Senate
Legislation with wide-ranging support a companion to legislation already passed in the House
Why Workers Need Emergency Savings Accounts
New Empower research finds 37% of Americans can’t afford an emergency expense over $400
SECURE 2.0’s Saver’s Match: The Promise and The Challenges
Tom Hawkins explores four key themes associated with the impactful SECURE 2.0 provision set to replace the Saver’s Credit for tax years following 2027