Plan committee turnover increases the likelihood of inadvertent errors. Inexperienced committee members may not make the best decisions. What can plan sponsors do?
Read MoreINSIGHTS
We share expert insights on executive compensation, retirement plans, fiduciary duties, and more.
Stay updated on the latest legal trends and practical advice for employers and executives.
SECURE 2.0’s general changes apply to 403(b) plans, MEPs and ESOPs. However, there are also specific provisions targeted at these specialized plans and intended to solve their unique problems.
Read More
SECURE 2.0 gives plan sponsors new tools to help participants with emergency needs and student debt.
Read More
SECURE 2.0 contains big changes to the required minimum distribution rules, including changes that could encourage annuitization of 401(k) plan benefits. Here are the important takeaways.
Read More
SECURE 2.0 directs the Department of Labor to establish a national participant lost & found database. While this is step forward in trying to unite former participants with their benefits, Carol explains why plan fiduciaries won’t be able to rely completely on this new tool.
Read More
Plan compliance reviews help manage audit and litigation risk.
Read More
Several provisions of SECURE 2.0 ease penalties for IRA violations and provide new options for employers sponsoring SIMPLE-IRAs and SEPs.
Read More
SECURE 2.0 doesn’t impact only 401(k) and other defined contribution plans. Here are the big changes that affect defined benefit plans.
Read More
Ben Josselsohn writes about how SECURE ACT 2.0 may increase plan participation and retirement savings.
Read More
A proposed ban on all worker non-compete clauses has employers talking.
Read More
There were many important developments affecting plan sponsors and benefits professionals in 2022, and there is reason to expect more in 2023. Here is what to keep on your radar.
Read More
SECURE 2.0 takes aim at the retirement savings gap and contains major changes affecting all types of plans. Some of them are effective in 2023. Here are some key takeaways.
Read More
New regulations make ESG investing easier, but can’t close the political divide.
Read More
A Recent SEC Risk Alert describes financial firms’ complacency regarding identity theft prevention programs under the Red Flag Rule. Attention Registered Investment Advisers and Broker-Dealers.
Read More
Several new developments mean that the debate over whether cryptocurrency belongs in retirement plans isn’t going away.
Read More