Browsing Tag
SECURE 2.0
180 posts
Over Half of DC Investors Lack Longevity Literacy: Nuveen
Nuveen research fields responses from DC participants on longevity literacy and ESG investments
ForUsAll to Offer 401(k) Crypto Investments Via CoinDesk Indices
With younger workers in mind, deal creates the first index-based digital asset offering available on a 401(k) platform in the U.S.
SECURE 2.0: More ‘Impactful’ Stuff Plan Sponsors Don’t Need; Didn’t Ask For
This op-ed by Jack Towarnicky argues Congress is largely focused on the wrong issues with the massive new retirement reform legislation package
Most U.S. Workers Unaware of Saver’s Credit
Transamerica Center for Retirement Studies offers tips on how to claim the IRS tax credit for eligible retirement savers
5 Most Meaningful Provisions of SECURE 2.0
Northern Trust Asset Management’s Lee Freitag identifies the most impactful provisions of the new legislation
IRI Wants Virtually All Employees Auto Enrolled into Retirement Plans
Insured Retirement Institute releases its 2023 Federal Retirement Security Blueprint, including a call to require all but the smallest of employers to maintain an automatic retirement savings plan
Pete Swisher Deciphers SECURE 2.0’s Complex Startup Tax Credit
The new SECURE 2.0 legislation has brought with it plenty of questions and confusion about its 92 different provisions, and few might be more confusing—or impactful—than the startup tax credit provision for small employers.
SECURE 2.0 Startup Tax Credits Explained in New Resource
Pete Swisher and the team at Group Plan Systems and sister company Pension Resource Institute release guide to help advisors understand the highly impactful provision
WTW Becomes the Latest to Join the U.S. PEP Market
The company joins a roster of other firms who have introduced PEPs since the SECURE Act in 2019
In-Plan Annuity Market Will Grow Exponentially Over Next 2 Years: LIMRA
New report predicts much greater adoption of guaranteed income solutions in late 2023 through 2024 if providers step up education efforts