Bill Would Clear a Surer Path for Plans to Offer ESG Funds
After a year of alternating decisions related to ESG investing, the proposal would amend ERISA to make it clear that...
Tag: retirement plan legislation
SECURE 2.0 Calls for Guidance on Asset Allocation Fund Benchmarks
The Securing a Strong Retirement Act asks the DOL to modify ERISA to allow plan sponsors to use a benchmark...
IRS Clarifies Implementation of Partial Plan Termination Relief
The agency says the relief applies to each plan year which falls inside the relief period, and provisions of the...
Congressman Again Pushes for Expanding Investment Options in 403(b)s
A lack of access to the same investment types allowed in other DC plans means 403(b) plan participants are missing...
QBAD Distribution Limits When One Spouse Doesn’t Participate in a Retirement Plan
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
DB Plans Get Help in New Stimulus Package
More guidance will be needed for single-employer and multiemployer defined benefit plans to use funding help provided in the $1.9...
Opinions |
SECURE Act 2.0 Could Be a Game Changer for Retirement Planning
Syed Nishat, with Wall Street Alliance Group, discusses anticipated changes from retirement plan legislation introduced at the end of last...
Rep. Neal Introduces DB Plan Relief Bill
The bill contains provisions designed to improve the financial situation of multiemployer plans, as well as provisions for funding relief...
Partial Plan Termination Relief Provided in New Stimulus Bill
The legislation also includes rules for qualified disaster relief payments and extends some provisions of the CARES Act.
Deadline to Amend Plan for CARES Act Loan Provision
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Effect of the Biden Administration on Health and Retirement Benefits
Health and retirement benefit plan sponsors will likely see efforts to reduce health costs for Americans and a rolling back...
Refocusing on Retirement Plan Initiatives in 2021
Plan sponsors need education about SECURE Act provisions and should increase their focus on employee financial well-being, webinar presenters said.
Bill Would Fill Gaps in Previous Retirement Legislation
The SAVE Act would allow 403(b) plan sponsors to join open MEPs and incentivize the creation of ESOPs, among other...
Weaving Part-Time Employee Inclusion Into Retirement Plan Processes
The SECURE Act’s requirement to let part-time employees join 401(k)s demands a process for counting hours and creates opportunities to...
PSNC 2020: Legislative and Regulatory Update Part II
Experts explained regulations and legislation from Washington, D.C., as well as what employers can do if they ever face ERISA...
PSNC 2020: What’s Next?
This year’s conference opened with a lively discussion about the changes plan sponsors are experiencing, the new issues to which...
Clarification of the Legislative Changes Made for RMDs
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
IRS Updates Model Rollover Notices to Reflect SECURE Act Changes
The notice also clarifies that plan administrators are not required to provide a Section 402(f) notice to a recipient of...
No ‘Earth-Shattering’ Retirement Proposals in Biden Platform
Building on Social Security and Medicare are key components of the presumptive Democratic presidential nominee’s promised agenda—though if Congress swings...
Different Views About Retirement Plans Shaped COVID-19 Responses Globally
The U.S. can learn from other countries about instilling the mindset of preserving retirement savings and creating different pools of...