Viewpoints about
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What’s in SECURE 2.0 for small businesses? A lot
SECURE 2.0 just made it easier for small businesses to add a retirement plan. We’ve broken out the key provisions small business owners and their financial professionals should get to know if they’re considering adding this highly valued benefit.
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DOL issues final amendments to the Voluntary Fiduciary Correction Program
The EBSA issued final amendments to the Voluntary Fiduciary Correction Program and Prohibited Transaction Exemption that are effective on March 17, 2025. Learn about the enhancements.
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IRS issues guidance on SECURE 2.0 EPCRS self-correction program expansion
The IRS has expanded the list of plan errors that qualify for its EPCRS self-correction program, as directed by the SECURE 2.0 Act. Find out what they are.
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What’s in SECURE 2.0 for defined benefit plans?
Despite the popularity of defined contribution (DC) plans, many employers, especially government agencies, still offer defined benefit (DB) plans. Learn about the DB provisions Congress included in SECURE 2.0.
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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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