Browsing Tag
SECURE 2.0
180 posts
Folly of ‘Timing the Market’ Explained in JPMAM’s 2024 Guide to Retirement
Out today, J.P. Morgan Asset Management’s 12th annual guide analyzes the most significant issues impacting retirement
22 Million Could Be Eligible for 2027 Saver’s Match
EBRI research shows who could qualify for the SECURE 2.0 provision that will eventually alter the current IRS Saver’s Credit
Most Workers Unaware of Saver’s Credit—and Especially Eligible Ones
New insights from Transamerica Center for Retirement Studies shows how many participants are missing out because they don’t know about it
The 2024 Game Plan for In-Plan Annuities
Providers say working strategies now in place for guaranteed income solutions to start winning over meaningful numbers of 401(k) participants
After SECURE 2.0: Rethinking Roth 401(k) vs. Roth IRA
No controversy—Roth 401(k) and Roth IRA are still “better together”
Feds Want Your Help to Improve Retirement Plan Benefits Info
Responses to multi-agency request for information will help shape report to Congress mandated by SECURE 2.0
CFP Board Releases SECURE 2.0 Exam Resource, Reports All-Time High in CFP Professionals
There are now nearly 100,000 CFP Professionals, with most ever exam-takers in a single year recorded in 2023
The Year Ahead with John Hancock Retirement CEO Wayne Park
As the new year opens, our first podcast of 2024 features a look at what to expect in the workplace retirement market from a high-level leader in John Hancock Retirement CEO Wayne Park.
Solo 401(k) Plans Eligible for Up to $1,500 in Tax Credits
SECURE 2.0 auto-enrollment tax credit provides “substantial incentive” for self-employed individuals to open Solo 401(k)s says My Solo 401k Financial
Wash, Rinse, Repeat
Jack Towarnicky is confident economic analysis of DC plan mandated disclosures will confirm that costs dramatically exceed the benefits