Social Security Fears Drive Early Benefit Claims
Schroders finds that almost half of workers surveyed have no strategy to generate retirement income.
Tag: SECURE Act
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Dated Thinking May Be Holding Back Annuities
Rising interest rates and increased market volatility could drive plan sponsors to take a fresh look at incorporating annuities.
IRS Updates Life Expectancy Tables for Retirees
The tax and spending watchdog has changed the defined contribution account withdrawal rules for retirement plan participants.
Mega DC Plans Nudge Workers to Increase Savings
The 50 largest Northern Trust Asset Management plan sponsors are using auto-escalation to boost savings, but they are not focused...
Department of Labor Announces Final Form 5500 Changes
The changes to Form 5500 for defined contribution and defined benefit plans are modest.
Small Employers Are Showing Interest in PEPs
Among plan sponsors with fewer than 100 workers, interest in pooled employer plans has begun to take shape.
Retirement Plan Appreciation Remains High
However, survey data shows there are some areas where employers could improve their communication strategies to optimize plan utilization and...
Industry Support Voiced for LIFE Act’s Introduction in House
Financial services companies and retirement plan industry advocacy groups are rallying behind the legislation, which would allow plan sponsors to...
Finalized Form 5500 Changes Add Little to Plan Sponsors’ Responsibilities
While plan sponsors will need to ensure the form contains accurate data, many of the proposed changes to the 2021...
DOL Publishes Informational Copies of 2021 Form 5500
Among other notable changes, the Form 5500 instructions have been amended to make clear that a pooled employer plan is...
House Committee Approves Bill Aimed at Increasing Retirement Plan Coverage
Among other things, the RISE Act would encourage retirement savings by allowing plan sponsors to offer small financial incentives to...
DOL Asks for Comments on Proposed Changes to Form 5500
The agency—which says the revisions are needed to implement provisions of the SECURE Act—has also published a notice of proposed...
Post-COVID, Lawmakers Return, in Earnest, to Retirement Readiness
During a SIFMA webinar earlier this week, Congressional leaders and asset management executives discussed SECURE Act 2.0 and other legislation...
House Education and Labor Committee Debates SECURE 2.0
Another House committee has held a hearing on the popular ‘SECURE 2.0’ legislation, setting the stage for a full floor...
IRS Reminds Plan Sponsors of Plan Qualification Requirements
The IRS updates its Operational Compliance List periodically to reflect new legislation and IRS guidance, and it reflects that many...
SECURE Act 2.0 Passed Unanimously by Ways and Means Committee
A rare unanimous affirmative voice vote by the Ways and Means Committee allows the SECURE Act 2.0 to be considered...
House Committee Expected to Advance ‘SECURE Act 2.0’
Commenting on the expected legislative action, sources agree the stakes remain high when it comes to addressing the U.S. retirement...
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.
Lifetime Income Illustrations for 403(b) Plans With Annuities
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
RMDs in 2021
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.