Browsing Tag
SECURE 2.0
187 posts
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
The Hottest Topics in Retirement Wellbeing for 2025
Latest Alight study examines the top trends impacting the retirement industry in 2025
PLESAs: What Advisors and Clients Need to Know
Experts Theresa Conti and Christina Tunison weigh in on the state of pension-linked emergency savings accounts in defined contributions plans
Student Loan Matching in Retirement Plans: Tips for Advisors and Clients (Part 2)
Retirement industry experts Theresa Conti and Christina Tunison explain student loan matching provisions under SECURE 2.0 and how advisors can help clients apply them
Reps. Foxx, Scott and Wagner Honored as 2024 Champions of Retirement Security
Insured Retirement Institute honors trio in part for demonstrated opposition to DOL fiduciary rule efforts
IRS Issues Reminder on RMD Deadlines
RMDs apply to original account holders and their beneficiaries with IRAs, employer-sponsored retirement plans, and Roth IRAs
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