Tag: SECURE 2.0 Act of 2022

The proposal would implement a SECURE 2.0 provision intended to make it easier to transfer money between DC plans to...

The document clarifies acceptable investments, the $2,500 limit and other items for the feature enabled by SECURE 2.0 legislation that...

Plan sponsors should consider diversifying their fixed-income allocations in their investment menus, as well as exploring optional SECURE 2.0 provisions,...

The notice outlines methods sponsors may not use to counter the abuse of sidecar account matching contributions, instead asking for...

The DOL and IRS have both issued updates for the three composite plan types.

The growing pool of workers 65 and older is affecting how plan sponsors should look at workplaces and benefits in...

While many employees reported receiving pay raises in the last year, the majority say their salary is not keeping up...

The Department of Labor keeps working to implement provisions of 2022’s SECURE 2.0 Act alongside further rules for retirement and...

Retirement Clearinghouse says many participants with balances of $7,000 or less will avoid leakage of savings when changing jobs.

A comparison of the SECURE 2.0 Act of 2022 provisions taking effect in 2024 and prior law, where applicable, according...

Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.  

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

Plan sponsors now have IRS guidance on what part-time workers are eligible for plans, though a comment period and finalization...

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

Looking ahead to next year, Vanguard’s David Stinnett predicts plan sponsors will continue to expand financial wellness programs and will...

The assistant Secretary of Labor for the Employee Benefits Security Administration spoke to PLANSPONSOR about ‘Schoolhouse Rock,’ disparities in retirement...

As student loan debt is a key driver in many employees’ financial stress, Freedom 2 Save—first implemented in 2018—could be...

Guarantee levels for single-employer plans will rise with inflation, but multiemployer plans are not indexed.

Many industry experts believe there is a need for an ‘ERISA 2.0’ that includes a stronger framework for universal coverage,...

In comment letters submitted to the Department of Labor, concerns expressed ranged from QDIAs to permitted withdrawals.