Tag: SECURE 2.0 Act of 2022

Speakers review what the wide-ranging retirement law means for higher education, nonprofit, health care and government employers.

Automatic features and the saver’s match will bring more security to those currently in their 30s than those in their...

Service providers could charge a fee directly to an IRA owner for executing a transfer to their new qualified plan.

With new guidance from the DOL and IRS, employers have an opportunity to hit the ground running and adopt pension-linked...

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.

Several schedules have been updated to reflect regulatory changes from both the DOL and IRS.

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

The IRS says that the balance and accrual rate for a participant cannot be reduced when adopting a new variable...

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...

The amendments keep pre-approved plans in compliance with changes to tax law.

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

The bill will likely have to be added to a budget bill early in 2024 to pass.

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