Viewpoints about SECURE and SECURE 2.0
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Five things to know about the IRS’s latest DC plan restatement cycle
Find out five things you should know to help you understand the restatement process for defined contribution plans.
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Four important SECURE 2.0 Roth rules
SECURE 2.0 includes four provisions focused on Roth. We’ve compiled our key takeaways for Roth IRAs and workplace plans.
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How SECURE 2.0 mandatory automatic enrollment can affect plan mergers
SECURE 2.0’s mandatory automatic enrollment provision can make merging retirement plans more complicated. Explore these key considerations for plan sponsors.
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A SECURE 2.0 summary of provisions, purpose, and timing
SECURE 2.0 Act of 2022 includes policy changes that affect both the administrators of and participants in qualified retirement plans and IRAs. Use our guide to help you navigate the provisions that matter most to you.
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Rolling a 529 account into a Roth IRA―helping clients navigate the details
A change in federal law gives owners of 529 education savings plan accounts a powerful new Roth IRA rollover option, but uncertainty remains about how the rollover rules will be interpreted and which restrictions apply in unique circumstances.
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DOL rolls out proposed rule on SECURE 2.0 paper benefit statements
The DOL has proposed regulations affecting SECURE 2.0 paper benefit statement requirements and eDelivery safe harbors. Learn what this could mean for your plan.
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Mandatory Roth catch-up contributions are here
What you need to know about SECURE 2.0's Roth catch-up contribution rules that took effect on January 1, 2026.
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SECURE 2.0 tax credits: a way to compete with state retirement plans
Find out how the SECURE 2.0 tax credits can help financial professionals overcome the cost advantage of state-facilitated retirement plans and open doors in the small plan market.
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How SECURE 2.0 can help your employees save more for retirement
Many sections of SECURE 2.0 Act are focused on making it easier for people to save for retirement. Get to know the provisions that can help your participants get on a better path to retirement readiness.
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Navigating SECURE 2.0 mandatory auto-enrollment
SECURE 2.0's mandatory auto-enrollment mandate took effect on January 1, 2025. Here's what plan sponsors need to know about the new rules.
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