Browsing Tag
SECURE 2.0
194 posts
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
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