Browsing Tag
SECURE 2.0
177 posts
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
February 23, 2024
After SECURE 2.0: Rethinking Roth 401(k) vs. Roth IRA
No controversy—Roth 401(k) and Roth IRA are still “better together”
February 14, 2024
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
January 19, 2024
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
January 12, 2024
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.
January 8, 2024
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
December 29, 2023
Wash, Rinse, Repeat
Jack Towarnicky is confident economic analysis of DC plan mandated disclosures will confirm that costs dramatically exceed the benefits
December 29, 2023
‘Most Viewed’ Articles of 2023 Driven by 7 Topics
A look back at what subjects resonated most with 401(k) Specialist readers over the past year
December 28, 2023
One Year Later: SECURE 2.0 Impacts on Retirement Plan Advisors
A new Escalent report looks at the top SECURE 2.0 provisions influencing advisors, from RMDs to catch-up contributions
December 22, 2023
IRS Reminds Retirement Savers of RMD Deadlines, SECURE 2.0 Changes
Those age 73 and older must make required withdrawals from retirement plans by Dec. 31
December 22, 2023