The SECURE 2.0 Act provision requiring Roth treatment of catch-up contributions for high earners goes into effect Jan 1st. Are plan sponsors ready? That was the topic of a recent “Question of the Week ...
As the federal government barrels toward a shutdown at the end of the month, congressional leaders and the president are scrambling to strike a deal that will keep agencies like EBSA and the IRS ...
The much-anticipated final regulations have been released. While they clarify implementation details and requirements, they have caused confusion regarding when exactly plans must comply.
If you’re looking for a bit of good news, the Investment Company Institute reported this week that total U.S. retirement assets hit a new record high at the end of the second quarter.
To support the firm’s next phase of multi-vertical growth, OneDigital on Friday announced a majority investment from funds managed by Stone Point Capital and Canada Pension Plan Investment Board (CPP ...
On Sept. 15, the IRS and Treasury Department announced the much-anticipated final regulations on SECURE 2.0’s new limits on catch-up contributions. In this episode, Nevin & Fred talk about what lies ...
The suit was brought by one Ariel Armenta, individually and as a representative of a class of participants and beneficiaries on behalf of WillScot Mobile Mini 401(k) Plan.
After waiting for roughly seven months since his nomination was first announced, the U.S. Senate approved the nomination of Daniel Aronowitz to serve as Assistant Secretary of Labor, overseeing the ...
Following an illustrious 20-year career at Nationwide, Eric Stevenson, who currently serves as president of the firm’s Retirement Solutions, plans to retire next year, the firm announced Sept. 18.
The organization’s seventh annual HSA survey shows increasing participant contributions and investment of assets, leading to an increase in average account balances for the third consecutive year.
Responding to a recent call from a financial advisor in Ohio, the ERISA consultants at the Retirement Learning Center (RLC) address what options are allowed under the nondiscrimination testing ...
A tax increase is likely coming in the next few election cycles, which could impact servicing nonqualified deferred compensation (NQDC) plans.
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