Browsing Tag
SECURE 2.0
180 posts
Lifetime Income Solutions in 401(k)s
Allianz Life’s Joe Hendrickson and American TCS’ Brian Lenz Discuss Market Momentum
401(k) a ‘Must-Have’ Benefit for Job Seekers: Schwab Study
3 in 4 would refuse a new job it doesn’t come with a defined contribution retirement plan, wide-ranging Charles Schwab survey finds
First 403(b) Pooled Employer Plan Launches Post SECURE 2.0
The Platinum 401k brings the first 403(b) program to the market after SECURE 2.0 permits the nonprofit plans to maintain a PEP, with Voya as recordkeeper and LeafHouse Financial as 3(38) investment manager
401(k) Industry Still Pleading for Delay in SECURE 2.0 Catch-Up Contribution Requirement
Heavyweight list of organizations urge government to delay change currently set for start of 2024 that could eliminate catch-up contributions; Treasury Department expected to issue guidance soon
IRI Calls On Biden Administration to Review Retirement Security Bills
While SECURE 2.0 offers enhanced retirement measures, IRI notes that there is still more work to be done
DC’s Fiduciary Pulse
To help them protect defined contribution retirement plans, independent ERISA attorneys like those at Groom Law Group keep a finger on the pulse of policy developments in Washington D.C.
New Open Portability Network Being Tested by Millennium Trust
Network set to enable auto portability well ahead of Jan. 1, 2024, when auto portability may first be offered under SECURE 2.0
Hottest Topics of 2023: Mid-Year Review of Most-Viewed Articles
The Fourth of July holiday marks the ideal time to look back at the issues sparking the most reader interest during the first half of the year
Leading Organizations Request Roth Catch-Up Contribution Delay
Written by the American Benefits Council and signed by major firms, the letter asks Congress to delay Roth catch-up contributions by two years
Unforgiven: Supreme Court Strikes Down Biden’s Student Loan Forgiveness Plan
6-3 opinion released today means federal student loan borrowers still on the hook for full amount with payments set to resume in October