Browsing Tag
SECURE 2.0
180 posts
Bridging the Gap: Staring Down the Retirement Industry’s Biggest Challenge
The problem—and opportunity—facing advisors: Americans who lack of access to a 401(k) at work
IRS Bumps 2024 401(k) Contribution Limit to $23,000
IRA limit also gets $500 boost while catch-up contribution limit remains the same
Reps. Introduce RISE Act for Micro-Businesses to Offer Retirement Plans
The bill would incentivize businesses with under 10 employees to adopt retirement savings plans
Talking DOL Retirement Saving Priorities with EBSA Head Lisa Gomez
Lisa Gomez joins the 401(k) Specialist Pod(k)ast to talk about topics including the high-profile rewrite of the conflict of interest rule, SECURE 2.0 and its ability to address the workplace retirement plan coverage gap, and what EBSA can do to help plan advisors, plan sponsors and participants make the most of 401(k) plans to save for retirement.
Why the Retirement Industry Needs to Embrace Change, Get Better at Working Together: LeafHouse Event
The theme from this week’s LeafHouse National Retirement Symposium was embracing change—and speakers noted the industry needs to get better at it through more collaboration
6 SECURE 2.0 Changes Coming to Retirement Plans in 2024
Employee Benefits Alert from law firm Bradley highlights key changes to 401(k)s in the coming year
How to Find—And Claim—A Lost 401(k)
With $1.65 trillion in assets floating around in close to 30 million forgotten or left-behind 401(k) accounts in the U.S., here’s the story behind the issue and steps to take to track them down
Capitol Hill Retirement Reform Update with Invesco’s Jennifer Flitton
With 2024 quickly approaching, it’s a good time to check in on the status of retirement reform efforts and progress in Washington D.C.—particularly as the industry prepares for a variety of SECURE 2.0 provisions scheduled to kick in come January.
SECURE 2.0 Roth Catch-Up Delay: More IRS Guidance to Come
While news of a two-year pause for the Roth catch-up contribution requirement provided welcome relief from a looming 2024 deadline, more questions about Section 603 remain
IRS Comes Through with Roth Catch-Up Contribution Deadline Extension
“Administrative transition period” announced Friday afternoon extends until 2026 the new requirement that any catch-up contributions made by higher income participants in 401(k)s must be designated as Roth