Browsing Tag
SECURE 2.0
180 posts
6 Important SECURE 2.0 Provisions Retirement Advisors Should Know
Vestwell Founder and CEO Aaron Schumm’s take on key changes coming as a result of the new landmark retirement reform legislation
A Guide Dedicated to Those Excited for SECURE 2.0, But Don’t Know Where to Start
The provisions behind the legislation can be difficult to navigate for financial advisors, but resources and guides can help clear the details
New Outline of SECURE 2.0 Provisions Offers Guidance for Plan Sponsors
CliffNotes-like summary provides help for mid- to large-size retirement plan sponsors trying to navigate the expansive new legislation
The Long-Term Impacts of SECURE 2.0
The passage of SECURE 2.0 signals what the retirement industry has long-awaited for—impactful help for millions of Americans
Ubiquity CEO Comments on SECURE 2.0 Impact for Small Businesses
The small business 401(k) provider comments on the most effective provisions for small businesses wanting to offer retirement plans
Biden Signs $1.7T Spending Bill Including SECURE 2.0
President makes significant retirement reforms official by signing bill while on holiday vacation in St. Croix Thursday
8 Ways SECURE 2.0 Will Enhance Retirement
Transamerica Institute and Transamerica Center for Retirement Studies highlights the top ways new legislation will improve and expand upon retirement security
How SECURE 2.0 Will Benefit Public Sector Workers
Expansion of automatic enrollment and multiple employer plan rules for 403b plans among most impactful changes, but a hurdle remains for allowing CITs in those plans
RMD Age Increases to 73 in 2023 Under SECURE 2.0
Required Minimum Distribution age will eventually be raised to 75 thanks to the new law—but not until 2033
PASSED! SECURE 2.0 Awaits Biden’s Signature After $1.7T Spending Bill Clears House Friday
Retirement industry rejoices in landmark bill including numerous substantial reforms aimed at helping more Americans save