SECURE 2.0 Retirement Reforms Enhance Pooled Employer Plan Market
SECURE Act 2.0 has made pooled employer plan arrangements more flexible and easier to administer. The original SECURE Act expanded pooled plan arrangements, but SECURE…
January 11, 2023
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3 min read
SECURE 2.0 Retirement Reform Legislation Passed
The SECURE Act 2.0 is part of the spending bill released on Dec. 19, 2022 and signed into law on Dec. 29 2022. During the…
December 29, 2022
| 7 min read
Explore Auto Enrollment in 401(k) Plans
Auto enrollment, or automatic contributions, continue to grow in popularity as 401(k) plan sponsors look for ways to increase plan participation. With auto enrollment, participants…
September 23, 2022
| 4 min read
Proposed Changes to Required Minimum Distributions
The IRS issued proposed regulations this year addressing RMD questions raised by the SECURE Act for qualified plans, 403(b) plans, IRAs and 457 eligible deferred…
August 24, 2022
| 4 min read
Important Deadlines for Pre-Approved Retirement Plan Documents
For defined contribution plans that use a document pre-approved by the IRS, the deadline to restate on to the “Cycle 3” version is July 31,…
July 27, 2022
| 4 min read
Need for Guidance Creates Opportunity for RIAs
Retirement plan sponsors and participants want choices. The opportunity for retirement-focused registered investment advisors is immense.
June 22, 2022
| 6 min read
New Revenue Opportunities with Pooled Retirement Plans
Retirement readiness has been a long-standing battle cry for the retirement services industry. And yet, 55 million American workers still do not have access to…
June 21, 2022
| 5 min read
Filing IRS Form 5500 requirements for qualified retirement plans
The due date for filing Form 5500s for calendar year plans is rapidly approaching. Qualified retirement plans (ERISA Plans) are required to file Form 5500s…
June 20, 2022
| 4 min read