| Industry Intel Roundup—Featured Webinars | | PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webcasts sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance. |  | | SPONSORED BY: Commonwealth | | The 4-1-1(k): A SECURE 2.0 Provision’s “Grand” Impact on Emergency and Retirement Savings | | How big of a difference can $1K make? For retirement plan engagement, the answer could depend on how well RPAs and recordkeepers understand and communicate the relationship between short-term and long-term savings to plan sponsors and their benefit-eligible employees. Under the SECURE 2.0 Act, employees can withdraw up to $1,000 once a year from their traditional 401(k) retirement accounts for self-identified emergencies, without paying the 10% early withdrawal tax. Research and thought leadership from Commonwealth, BlackRock’s Emergency Savings Initiative, Compass Financial Partners, a Marsh & McLennan Agency LLC Company, and Voya Financial sheds light on the wide-ranging needs of employees in a geographically diverse workforce, and how a suite of emergency savings and liquidity options can best serve workers, and where the new provision fits into those options.
This webinar will:
● Dive into the impacts of SECURE 2.0’s $1K withdrawal provision on retirement plan engagement
● Share the RPA and recordkeeper's points of view on the implementation and impact of emergency savings benefits
● Provide tangible action steps for attendees to consider adopting a proactive provision promotion approach for their teams
All views and opinions expressed by panelists are their own and are not intended to be those of sponsoring or partner organizations. |
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