Browsing Tag
SECURE 2.0
199 posts
Rethinking Risk Management in 401(k)s
With the retirement plan landscape changing fast thanks to SECURE 2.0 changes, a rash of ERISA litigation, and private equity and cryptocurrency looking to crack the 401(k) market, it’s time for plan fiduciaries to take a another look at risk management
Ascending SECURE 2.0: Catch-Up Contributions
Reaching summit of the landmark law’s changes made more challenging by two big looming provisions, say contributors Sydney Aeschlimann and Robert Stebbins
Roth Catch-Up Contributions: Navigating the SECURE 2.0 Delay to 2026
In their latest installment on SECURE 2.0 provisions, industry experts Christina Tunison and Theresa Conti navigate transitioning catch-up contributions to Roth accounts
Schwab, Candidly Team Up to Provide Student Loan Retirement Matching Resources
Collaboration also expands Schwab Retirement Plan Services’ debt management and college planning capabilities
2026 401(k) Contribution Limit on Track for $1,000 Increase: Milliman
New forecast shows limit projected to rise from $23,500 this year to $24,500 next year; IRS to announce official 2026 limit later this year
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