IRI Urges Senate to Advance 403(b) Legislation
The Retirement Fairness for Charities and Educational Institutions Act would give 403(b) participants access to investments in collective investment trusts.
Tag: SECURE 2.0 Act of 2022
Proposed Saver’s Match Rules Released by Treasury, IRS
Direct government matching contribution to eligible taxpayers’ retirement plans are expected to begin in 2028.
Trump Announces New Retirement Plan in State of the Union Speech
The presidents' proposal resembled the Saver’s Match established by SECURE 2.0.
DOL Proposal Requires Retirement Plans to Offer Yearly Paper Statements
Plan administrators would need to mail annual paper benefit notices and allow more paper opt-ins in compliance with the SECURE...
Required Amendments for Qualified Plans, 403(b)s Issued by IRS
Many retirement plans may need amendments to meet regulatory updates regarding required minimum distributions and SECURE and SECURE 2.0 provisions.
Roth Compliance Tops Advisers’ Q4 To-Do List
SECURE 2.0 provisions concerning Roth catch-up contributions and plan forfeitures need to top of mind for plan advisers for the...
403(b) Plans Have Special Considerations When Complying with SECURE 2.0
Speakers during Wednesday’s PLANSPONSOR Roadmap Livestream session, “Special Considerations for 403(b) Plans,” discussed rules for long-term, part-time employees, the formation...
SECURE 2.0 Provisions Should Boost Adviser Revenue in 2025
Two-thirds of plan advisers say the newly enacted provisions will increase their revenue, in addition to increasing employee participation, according...
Answering Questions About SECURE 2.0 Catch-Up Provisions
Speakers at the PLANSPONSOR Roadmap livestream discussed the administrative challenges of implementing the Roth and age 60 to 63 catch-up...
What to Know About Part-Time Employee Eligibility for Retirement Plans
Effective January 1, the SECURE 2.0 Act makes part-time employees who have met service criteria eligible for employer-sponsored retirement plans.
House and Senate Reintroduce Bills to Permit CITs in 403(b) Plans
The Investment Company Institute released a statement supporting the congressional effort on Thursday.
Keeping Up With SECURE 2.0 Changes
Advisers discuss how they manage adoption of plan provisions with clients.
Saver’s Match Could Significantly Decrease Wealth Gaps, Morningstar Says
The Saver’s Match could significantly boost retirement savings, with promotion of the program by the government, plan sponsors, and the...
IRS, Treasury Release Proposed Regulations on SECURE 2.0 Provisions
The agencies issued guidance on how plan administrators can comply with the Roth catch-up rule that begins in 2026 and,...
Some Optional SECURE 2.0 Provisions Seeing Minimal Traction
A majority of plan sponsors are not planning to add options such as emergency sidecar accounts or employer matching to...
Preparing for Next Round of SECURE 2.0 Provisions
More sweeping provisions will become active in January.
Moving Beyond SECURE 2.0
Retirement plan advisers discuss how they’re wrapping up 2024 with clients and preparing for the year ahead.
Great Gray Presses Senators to Allow 403(b) Plans to Use CITs
The CIT trust company and two law firms argue against consumer groups seeking to halt a bill that would let...
What Is Driving Plan Startups?
Providers credit state mandates and tax incentives, but others point to adviser interest in small plans and more uptake for...
ERISA Committee Wants More Guidance From IRS on Student Loan Matching
ERIC makes the request after guidance the IRS gave this summer.