Plan Sponsors Have Lots to Prep for SECURE 2.0 Compliance
Whether legislated changes take effect now or down the road, communication with recordkeepers and participants will be crucial.
Tag: SECURE 2.0 Act of 2022
Benefits |
Employees Favor SECURE 2.0 Mandates, Larger Matches
Plan sponsors may bolster retirement plan engagement and contributions with SECURE 2.0 enhancements, a Natixis survey shows.
Can a Mega Backdoor Roth Conversion Happen In-Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Does the SECURE 2.0 Student Loan Provision Require a Matching Contribution?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Are Tax-Exempt Employers Eligible for Secure 2.0 Credits for Starting a Retirement Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits |
How Plan Sponsors Can Offer Backdoor Roth Conversions
Is a strategy that allows high-earners to roll over some of their retirement money into a Roth account worth the...
Benefits |
Where SECURE 2.0 Comes Up Short
The 2022 law does far more for high earners than low earners, and many provisions may prove difficult to implement.
SECURE 2.0 Makes 529s an Appealing Financial Wellness Option
Offering a 529 plan benefit can appeal to a multigenerational workforce and may be easier to implement than a student...
Can Mandatory Contributions to a 401(a) Plan Be Designated as Roth?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits |
SECURE 2.0 Enables Improvements to Overall Financial Wellness
From offsetting college debt payments to emergency savings, SECURE 2.0 has the potential to help participants beyond just retirement savings.
Benefits |
DB Summit: Alternative DB Plan Designs
Experts explained the advantages of cash balance DB plans and variable plans that offer a set payday without losing the...
What Does SECURE 2.0 Say About Participants Replenishing an Emergency Savings Account?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits |
What the Potential Shutdown of Biden’s Loan Forgiveness Plan Could Mean for Plan Sponsors
Student loan repayment will likely resume later this year, providing even more reason for plan sponsors to offer student debt...
Are CITs Now Permitted in 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits |
Defined Benefit Plans Live On as Older, Wise Neighbors, Where DC Plans Can Borrow Ideas
A plan sponsor, academics and pension benefit expert agree that defined benefit plans are largely on the way out, yet...
Benefits |
End Of The Road For Defined Benefit Plans? Not Quite
While the vast majority of DB plans are frozen, plan sponsors are keeping all options on the table for participants.
How Does the SECURE 2.0 Act Affect Qualified Distributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
SECURE 2.0 Webinar Series: The Law Passed. Now What?
Optional provisions could spur benefits arms race among employers.
Labor Secretary Walsh Departing to Lead NHL Player Union
The DOL confirmed reports that Walsh will depart in mid-March; deputy secretary Julie Su will serve as acting secretary.