National Association of Plan Advisors

Are Plan Sponsors Ready to Implement Roth Catch-Ups?

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 ...
National Association of Plan Advisors

U.S. Retirement Assets Climb to Nearly $46 Trillion in Second Quarter

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.
National Association of Plan Advisors

Lapse Looming: What a Government Shutdown Means for EBSA, the IRS, and PBGC

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 ...
National Association of Plan Advisors

Roth Catch-Up Contributions: What’s the Actual Effective Date?

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.
National Association of Plan Advisors

Stone Point, CPP Investments Acquire Majority Stake in OneDigital

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 ...
National Association of Plan Advisors

Nevin & Fred: Catching Up on Catch-Ups

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 ...