Here is a reference guide on the most comprehensive pension reform legislation since the Pension Protection Act of 2006.
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SECURE 2.0’s general changes apply to 403(b) plans, MEPs and ESOPs. However, there are also specific provisions targeted at these specialized plans and intended to solve their unique problems.
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SECURE 2.0 gives plan sponsors new tools to help participants with emergency needs and student debt.
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SECURE 2.0 contains big changes to the required minimum distribution rules, including changes that could encourage annuitization of 401(k) plan benefits. Here are the important takeaways.
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Plan compliance reviews help manage audit and litigation risk.
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Several provisions of SECURE 2.0 ease penalties for IRA violations and provide new options for employers sponsoring SIMPLE-IRAs and SEPs.
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SECURE 2.0 doesn’t impact only 401(k) and other defined contribution plans. Here are the big changes that affect defined benefit plans.
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There were many important developments affecting plan sponsors and benefits professionals in 2022, and there is reason to expect more in 2023. Here is what to keep on your radar.
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SECURE 2.0 takes aim at the retirement savings gap and contains major changes affecting all types of plans. Some of them are effective in 2023. Here are some key takeaways.
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New regulations make ESG investing easier, but can’t close the political divide.
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Several new developments mean that the debate over whether cryptocurrency belongs in retirement plans isn’t going away.
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Carol tells Bloomberg Law why we need more guidance on liability when participant benefits are stolen by internet thieves.
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The IRS has extended the deadline for finalizing qualified plan amendments, although plan sponsors might want to amend their plans sooner rather than later. Attorney Ben Josselsohn explains why.
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Who is responsible when a thief steals a participant’s 401(k) account?
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A recent Supreme Court decision on agency powers could affect Department of Labor guidance. Carol Buckmann explains the possible impact in this article.
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