Browsing Tag
SECURE Act
123 posts
Reps. Foxx, Scott and Wagner Honored as 2024 Champions of Retirement Security
Insured Retirement Institute honors trio in part for demonstrated opposition to DOL fiduciary rule efforts
December 18, 2024
Half of New Retirement Plan Adopters Opt for Pooled Plans
Transamerica survey finds 77% had little to no familiarity with pooled plans prior to adoption
October 21, 2024
Retirement Industry Gathers to Celebrate ERISA at 50
ERISA 50th Symposium and Gala taking place in Washington D.C. on Thursday; daytime event will be livestreamed for those unable to attend in person
September 11, 2024
Defending the 401(k)
While attacks on defined contribution plans have ramped up significantly in the past year, advocates for workplace retirement plans are stepping up to counter their claims
June 14, 2024
IRS Proposes New LTPTE Regulations for 401(k)s
Long-awaited guidance for long-term part-time employees triggers 60-day comment period
November 27, 2023
Best Laid Plans: Let’s Help People Not Go Astray
While we live in a world of uncertainty, LeafHouse’s Todd Kading says there are ways to provide comfort to those who would like to have a plan that doesn’t wildly shift what income they can count on in retirement
October 9, 2023
HUB Launches Pooled Employer Plan
New PEP targets employers with 100 or more workers
September 18, 2023
Nestimate Debuts Software Solution for In-Plan Guaranteed Income Products
Software billed as giving plan advisors, consultants and sponsors a scalable way to implement lifetime income into retirement plans
April 3, 2023
DOL Announces Last Updates to Form 5500 for 2023
The latest changes include modifications brought on by both the SECURE Act of 2019 and SECURE 2.0
February 27, 2023
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
February 23, 2023