Wednesday, December 13th, 2023 A topical newsletter from PLANADVISER Combatting the Coverage Gap There are tens of millions of American workers who do not have access to a workplace retirement savings plan. In this PLANADVISER Spotlight newsletter, we bring you trends and insights related to the retirement coverage gap.  SPONSORED AD IN PRACTICE Would DOL’s Fiduciary Proposal Help or Hinder Coverage Gap? Dissenters say the DOL’s proposed amendments would reduce access to needed retirement products. COMPLIANCE IRS Part-Time Eligibility Rules Bring Relief, Surprise, Deadline Concern The vesting rule in the proposal is a focus for industry experts. DATA & RESEARCH Employers Need Advice on Most Optional SECURE 2.0 Provisions Alight research finds that plan sponsors are unsure about parts of the legislation that lack legal clarity. IN PRACTICE How Advisers Can Help Close the Wealth Gap Panelists at the CFP Board’s Diversity Summit provided insights into how financial planners and advisers can reach disadvantaged communities. DATA & RESEARCH Report Outlines Policies That Could Support Social Security Bridge A New School report includes the option of a policy or program that would incentivize collecting Social Security at age 70, not earlier. PRODUCTS Delaware Expands Auto-IRA Program, Joins Colorado Consortium Administered by Vestwell, the program will expand retirement savings access to Delaware’s private sector workers and is fee-free for employers. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850