Tag: SECURE Act

Gig Workers and PEPs—Coverage Lessons From the UK

One established provider of pooled employer plans in the United Kingdom says the promise of PEPs is big here in the U.S., but they might not be the ticket for solving the entire coverage gap, especially for gig workers.

Legislative and Judicial Actions

States updating annuity standards; Senate confirms a Labor secretary; GAO presses the DOL to clarify cybersecurity guidance; and more.

A Season for Change

Advising clients about the SECURE Act’s new lifetime income safe harbor.

Take It Past the Limit

Voluntary after-tax retirement savings accounts as a design feature.

What Advisers Should Know About RMD Rule Changes

A new research report out of the Wharton School suggests changes to required minimum distribution (RMD) rules might not have as big an impact in practice as many might expect, though one subset of clients seems likely to benefit the most from an older RMD age. 

How to Choose a PEP

As pooled employer plans go live, advisers assume a new guiding role.