SECURE 2.0 gives plan sponsors new tools to help participants with emergency needs and student debt.
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We share expert insights on executive compensation, retirement plans, fiduciary duties, and more.
Stay updated on the latest legal trends and practical advice for employers and executives.
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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SECURE 2.0 directs the Department of Labor to establish a national participant lost & found database. While this is step forward in trying to unite former participants with their benefits, Carol explains why plan fiduciaries won’t be able to rely completely on this new tool.
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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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Ben Josselsohn writes about how SECURE ACT 2.0 may increase plan participation and retirement savings.
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A proposed ban on all worker non-compete clauses has employers talking.
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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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A Recent SEC Risk Alert describes financial firms’ complacency regarding identity theft prevention programs under the Red Flag Rule. Attention Registered Investment Advisers and Broker-Dealers.
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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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For RIAs that haven’t yet updated their Advertising and Marketing P&Ps, time is quickly running out. The compliance deadline for the new marketing rule is just weeks away and the SEC has set its sights on enforcement.
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Congratulations to our Partner Sandra Cohen on her induction to the American College of Employee Benefits Counsel.
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