Browsing Tag
SECURE 2.0
180 posts
2 in 3 Small Businesses Still Don’t Offer Retirement Plans: Fidelity
First “Small Business Retirement Index” finds half (48%) of respondents worry they cannot afford to offer a 401(k)
‘Champion of Retirement Security’ Cardin Retiring from Senate in 2024
Maryland Senator Ben Cardin had fingerprints all over key legislation including the Pension Protection Act, the SECURE Act of 2019 and SECURE 2.0
Reish Highlights ‘Remarkable’ Government Incentives in SECURE 2.0
Speaking at the Qualified Plan Fiduciary Summit Tuesday, the noted ERISA expert pointed out some attractive incentives intended to spur small 401(k) plan startups
Millennium Trust Adding Auto Portability to its Automatic IRA Rollover Solution
Ready for client testing in June, the network will be open to clients and other portability networks
2023 NAPA 401(k) Summit: SECURE 2.0 Creates Small Market Opportunities
Experts discussed how plan advisors can take advantage of SECURE 2.0 provisions for the small plan market
Professional Advice Must Drive Participant Retirement Income Decisions
Empower paper finds “It’s not a product problem, it’s an engagement problem”
Next Retirement Reforms Need to Be ‘Smart’ Defaults: Shlomo Benartzi
Famed behavioral economist tells NAPA 401(k) Summit the best nudge—auto enrollment—can be even better with smart defaults
Legislation, Regulation, Litigation Driving Change in 401(k) Plans: Callan
Just-released Callan 2023 Defined Contribution Trends Survey paints detailed picture of challenges and opportunities facing DC plan sponsors
Talking Guaranteed Lifetime Income Solutions with Allianz Life’s Michael De Feo
Guaranteed lifetime income in retirement plans is a hot topic these days, with study after study revealing that Americans want to know more about it and view these products as a good fit.
A Renaissance for Auto Enrollment
Thanks to two recent developments, Tom Hawkins says auto enrollment is poised to enter its final phase of growth