Legislative/regulatory
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A SECURE 2.0 summary of provisions, purpose, and timing
SECURE 2.0 Act of 2022 was signed into law on December 29, with policy changes that will affect both the administrators of and participants in qualified retirement plans and IRAs. We’ve put together a guide to help you navigate the provisions that may matter most to you.
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SECURE 2.0 Act offers good news for retirement savers
The SECURE 2.0 Act passed on December 29, 2022. As an expansion of the Setting Every Community Up for Retirement Enhancement (SECURE) Act that was passed in 2019, SECURE 2.0 includes new ways that employers, the federal government, and the retirement plan industry can help Americans save more for retirement. Here are a few of the ways it can help you save more for retirement.
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What the DOL's final ESG rule means for plan sponsors
On November 22, 2022, the DOL issued its final ESG rule, confirming that plan sponsors may consider ESG factors when selecting retirement plan investment lineups and exercising shareholder rights, including voting proxies. Find out what’s changed from the prior rules issued in 2020.
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Cryptocurrency in 401(k) plans
Over the past few years, individual investors have become increasingly interested in investing in cryptocurrency. As a result, the U.S. Department of Labor (DOL) issued Compliance Assistance release No. 2022–01 401(k) Plan Investments in “Cryptocurrencies” (the release) to provide its initial guidance on the matter. It’s important to understand that guidance and how it might apply to your plan.
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What SECURE Act 2.0 could mean for 401(k) plans
Earlier this year, the SECURE Act 2.0 moved one step closer to becoming law. Plan sponsors and retirement plan professionals should start planning now for the system and procedural changes that could be needed as soon as January 1, 2023.
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Key takeaways from the U.S. Supreme Court’s ruling in the Northwestern University lawsuit
The U.S. Supreme Court’s ruling in the Northwestern University lawsuit has received significant attention from retirement plan professionals. Learn what this ruling may mean for plan fiduciaries.
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Takeaways from the ARPA relief for single-employer pension plans
On March 11, President Biden signed the American Rescue Plan Act of 2021 (ARPA) into law. Two provisions of the stimulus package are a welcome followup to previous pension plan legislation, as they’re intended to stabilize single-employer pension plan funding. Defined benefit (DB) plan sponsors should understand how these changes will lower and smooth out their plans minimum required contributions.
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Five things you should know about the IRS’s latest 401(k) plan restatement cycle for preapproved plans
Learn about the 401(k) plan restatement process and the document options that are available to plan sponsors.
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Interim final rule on the SECURE Act’s lifetime income illustrations for defined contribution plans
The DOL has issued new lifetime income disclosure rules for defined contribution plans.
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A closer look at the DOL’s safe harbor eDelivery rule
The U.S. Department of Labor has provided final rules for eDelivery that ERISA plan sponsors should follow.
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