Client Retention Today
401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules.
Tag: SECURE 2.0
IRS 2023 Changes List for Pre-Approved Plans Is Out
The list contains many SECURE 2.0 provisions, but includes amendments stemming from other laws as well.
SECURE 2.0 Provisions Advisers Need to Know in 2024
Groom Law Group, Chartered, compares current retirement provisions with new ones that take effect in 2024.
Publisher’s Note
Future State
It’s nearing the end of 2023—and, as per usual this time of year, I find myself pondering where time has...
IRS Publishes Revised Form 8881
The one-page form marks the symbolic start of SECURE 2.0’s enhanced tax credits for small business retirement plan startups.
DOL, IRS Announce Spring Regulatory Agendas
The agendas contain important updates on fiduciary corrections and ESOP valuation.
Congress Publishes SECURE 2.0 Corrections Draft Legislation
The bill would correct errors related to catch-ups, RMDs and Starter Plans.
IRS Part-Time Eligibility Rules Bring Relief, Surprise, Deadline Concern
The vesting rule in the proposal is a focus for industry experts.
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.
Part-Time Retirement Eligibility Proposal Seeks to Clarify Complex Legislation
The IRS published fiduciary guidance on legislation intended to give more part-time workers access to retirement plans.
EBSA Denies Comment Period Extension for Fiduciary Proposal
The regulator pushed back on industry requests to extend comment time for the controversial proposal; the period will still end...
PBGC Releases 2024 Mortality Tables
The data inform potential withdrawal liabilities and benefit transfer amounts under ERISA.
Small Businesses See Many Obstacles to Plan Creation, Lack Awareness of SECURE 2.0
A survey from Capital Group found that businesses with fewer than 50 employees often lacked awareness of key provisions in...
DOL Publishes New Adviser Fiduciary Rule for Public Comment
The proposal would make one-time advice for rollovers subject to ERISA.
DOL Proposal Reactions Range From ‘Important Step’ to ‘Out of Touch’
Industry groups in the financial sector pushed back against the proposed amendments to fiduciary standards, while some championed it as...
DOL Proposal Would Subject Rollovers, Annuity Sales to ERISA
The proposal seeks to tackle conflicts of interest in both areas, as well as advice given to plans on investment...
Auto Features in Private Sector Plans Could Influence Public Plan Design
Private sector automatic escalation has become commonplace and could incentivize the public sector to do the same, MissionSquare reports.
Candidly Launches Emergency Savings Solution
The education debt management platform expands with ‘more inclusive solution’ available as one of its SECURE 2.0-based retirement options.
How to Leverage SECURE 2.0 to Improve Participant Outcomes
Participant demographics and behavior can guide plan advisers and sponsors to specific areas of retirement policy, says Vanguard’s managing director...
New Micro-Plans Will Receive Expanded Tax Credit if Bill Passes
Startup retirement plan sponsors with less than 10 employees would receive a minimum of $2,500.