Browsing Tag
SECURE 2.0
180 posts
NAGDCA Creates ‘SECURE 2.0 Summary’ for Governmental DC Plans
The association provides an in-depth view of the 38 provisions in SECURE 2.0 that impact government-sponsored plans
Tackling Student Loan Debt Relief Issues with Candidly’s Laurel Taylor
Student loan debt has gotten plenty of attention lately, thanks not only to the great news about the…
Great SECURE 2.0 Advice for Advisors: VCI Industry Leaders Summit
Pete Swisher, Bonnie Treichel and Laurel Taylor dish out timely tips during a weekend session at the Viking Cove Advisor Alliance Industry Leaders Summit
Is Congress Mad? Are You?
SECURE 2.0 adds a variety of new leakage opportunities, Jack Towarnicky argues. Congress has made up its mind. Your turn.
Ubiquity Announces Record-Breaking Growth in 2022
Ubiquity Retirement + Savings says it exceeded numbers in its financial advisor, plan sponsor, and TPA relationships last year.
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.
The Big Shift Towards Auto Portability
Tom Hawkins details two very recent, tectonic shifts toward the system-wide adoption of auto portability