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Showing entries with the topic “Fiduciary 101”.
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Many of the SECURE Act provisions seek to expand retirement plan coverage for Americans. This includes the new requirement for 401(k) plans to permit long-term part-time employees the right to make elective deferrals. While this is a positive step for employees, for retirement plan sponsors, it is l…Read more
During a time of immense volatlity, how can a custom target date fund help plan sponsors mitigate risk and increase particpant retirement readiness?Read more
Despite the COVID-19 pandemic, retirement plan litigation remains largely uninterrupted. Since our last comprehensive update on the status of 403(b) retirement plan lawsuits, there have been some significant updates: The George Washington University litigation appeal was denied, as was the Northwe…Read more
The SECURE Act, in addition to increasing access to tax-advantaged retirement plan accounts, is also aimed at preventing Americans from outliving their assets. Thus, the legislation opens the door for annuities that offer guaranteed income in retirement through various annuity-friendly provisions. …Read more
Among the many new provisions of the SECURE Act, the change in age – from 70½ to 72 – at which Required Minimum Distributions (RMDs) must commence is one of the most significant. We explore the problematic nature of RMDs, their history and future.Read more
Intended to provide a new way to structure retirement plans, particularly for smaller employers, Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - some of most hyped provisions of the SECURE Act - seek to broaden retirement plan access for all Americans. Will they be a game changer?Read more
While there has been much hype surrounding the SECURE Act, just how significant is its impact to retirement plans and what does this mean for retirement plan sponsors and fiduciaries? We address these questions and more in our webinar, The SECURE Act: Beyond the Hype.Read more
This 2020 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined benefit retirement plans.Read more
The SECURE Act - the most significant piece of retirement plan legislation in a decade - was passed in December 2019. We provide a comprehensive guide to the Act's provisions, highlighting the effective date and the impact on retirement plan sponsors and fiduciaries.Read more
The 2020 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. While all major dates are included, some may only apply to particular plan types (and are noted accordingly) and there may be additional deadlines for specific plans that …Read more