Tag: SECURE 2.0 Act of 2022

The guidance document includes an extensive number of questions and answers about five key changes made by the SECURE Act.

Providers of pooled employer plans (PEPs) must first register with the DOL before plans can begin operating.

The provider is offering discounts to businesses with employees that set up a safe harbor 401(k) before October 1.

The interim final rule includes assumptions plan administrators must use to calculate estimated lifetime benefit payments to be included on...

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.

The notice also clarifies that plan administrators are not required to provide a Section 402(f) notice to a recipient of...

Matt Gray, with Allianz Life, discusses why DC plan sponsors should consider guaranteed income products for their plans after passage...

Items effective in 2020 include several provisions of the SECURE Act.

Attorneys say employers considering whether, and what type, of multiple employer plan (MEP) to join will want to closely monitor...

The pooled employer plan (PEP) will utilize Aon Investments USA Inc., Aon’s investment solutions group.

Using affiliates to provide services and proprietary investment products when offering a pooled employer plan (PEP) raises fiduciary and prohibited...

Fresh off the recent success of their push for a default electronic disclosure rule, retirement industry lobbyists are turning their...

Retirement plan providers are striving to implement new ideas and capabilities made possible by the SECURE Act even as they...

For example, language should be inserted to reflect that the age for taking required minimum distributions (RMDs) has been increased...

“The passage of the SECURE Act has been a long time in the making and will have a profound impact...

News that the SECURE Act’s provisions may soon become law caps off a year of intense lobbying efforts, spearheaded in...

“Overall, it is an uncertain picture, but the SECURE Act is not dead in the water,” says Bradford Campbell, former...

A group of seven prominent Republican senators are publicly pressing Majority Leader Mitch McConnell to work to get the SECURE...

Based on the conversations industry advocates are having in Washington, none of the leadership in the Senate or the House...

The House is scheduled to leave Washington on Friday and the Senate is expected to start its recess a week...