Industry News
Proposed Regulations Govern Making Participant Elections and Spousal Consents Electronically
The coronavirus pandemic resulted in restrictions on where and how people could meet. These limitations—including remote work requirements—made it harder for some participants to take distributions...
Don’t Overlook These Benefits for Your Small Business Plan
Below are three of the most popular small business retirement plan options and a breakdown of how both the SECURE Act of 2019 (SECURE 1.0) and the SECURE 2.0 Act of 2022 (SECURE 2.0) provisions...
SECURE 2.0 Act Increases RMD Age
SECURE 2.0 increases the RMD age from age 72 to age 73 in 2023, and then to age 75 in 2033* (or the year of retirement, if later, for certain plan participants who are not 5 percent owners)....
President Signs Appropriations Bill, Containing the SECURE 2.0 Act of 2022, Into Law
Yesterday, President Biden signed the Consolidated Appropriations Act of 2023 into law, which included the SECURE 2.0 Act of 2022. As previously announced, both the Senate and the House approved the...
Washington Pulse: Congress Approves Appropriations Bill, Containing the SECURE 2.0 Act of 2022, President’s Signature Expected
Washington Pulse: Congress Approves Appropriations Bill, Containing the SECURE 2.0 Act of 2022, President’s Signature Expected December 23 2022 The House of Representatives has passed the...
Senate Approves Appropriations Bill, Containing the SECURE 2.0 Act of 2022; House Vote Expected Next
The Senate has approved the Consolidated Appropriations Act, 2023 (CAA 2023), by a 68-29 vote. Included in this bill is the SECURE 2.0 Act of 2022. The House will now take up CAA 2023 with voting...
