Browsing Tag
SECURE Act
123 posts
6 Steps to SECURE 2.0
A look at the long and winding road leading to next week’s expected passage of the landmark retirement reform package
The Final Frontier in ‘Pensionizing’ 401k Plans Faces Similar Challenges from the Industry’s Past
Qualified Plan Advisors’ Scott Colangelo explains how the retirement industry is working to bring innovative guaranteed income solutions to defined contribution plans
Cardin, Portman Honored for Strengthening American Retirement Security
EBRI presents the senators with the Ray Lillywhite Award; Retiring Portman gives farewell address on Senate floor
SECURE 2.0 Update: Where It Stands, What’s Likely to be Included
Substantial retirement reform legislation expected to pass by year’s end being cobbled together from three bills with many similar objectives
Congress: Did You Ever Have to Make Up Your Mind?
Are the tax preferences for assets in retirement savings plans intended for retirement? If so, you may want to stop proposing legislation that enables and encourages leakage
‘Income Blueprint’ Tool Evaluates In-Plan Guaranteed Income Options
American Century launches tool for retirement plan fiduciaries
2022 Safe Harbor 401(k) Deadline Quickly Approaching
Small businesses considering going the Safe Harbor route this year have until October 1
IRS Extends SECURE, CARES Act Amendment Deadlines
Unexpected “gift” means retirement plan sponsors now have until the end of 2025 to amend plans taking advantage of benefit changes allowed by the bills
2 Key July Deadlines Approaching for 401k Plans
“Third-cycle restatements” must be adopted before the end of the month while some plan sponsors may need to issue a summary of material modifications if a plan was amended in 2021
Broadridge Forms Consortium to Tackle Retirement Security Challenges
Industry heavyweights to accelerate adoption of guaranteed income solutions in retirement plans, among other initiatives