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    PolicySECURE 2.0

    Know these 2024 SECURE 2.0 updates for employer-sponsored plans

    SECURE 2.0 made a lot of waves among plan sponsors and financial professionals when President Biden signed it into law in late 2022.1 Some administrators were scrambling to implement key changes that essentially went into effect immediately.

    November 15, 2023 | 3 min read

    PolicyFinancial literacyPlan design

    Ideas to educate your employees during annual benefits enrollment

    Leaves are falling. There’s a chill in the air. It can only mean one thing: Annual benefits enrollments are right around the corner!

    October 04, 2023 | 3 min read


    What you need to know about NCUA’s 5300 Call Report updates

    Credit unions are required by the National Credit Union Association (NCUA) to submit a quarterly 5300 Call Report. 

    The quarterly Call Report provides the NCUA with updated financial and statistical data on each financial institution’s assets, income and financial condition, which can be used to assess credit unions’ overall financial health and risk profiles.

    May 25, 2023 | 3 min read

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    Fiduciary follow-up: understand & address your fiduciary personal liability

    Offering your employees benefits like a qualified retirement savings plan is an important part of business recruiting and retention, but it’s more than that.  Your retirement plan offering can help demonstrate that you value your employees’ wellbeing and care about their future financial security — even after they leave your organization.

    May 10, 2023 | 3 min read

    PolicyRetirement readinessSECURE 2.0

    Ways your 401(k) plan could do more to help middle-class employees

    The passage of the 2023 Consolidated Appropriations Act, which included the provisions of SECURE 2.0, made several impactful changes and enhancements to 401(k) plans and similar employer-provided retirement plans.

    April 26, 2023 | 4 min read

    TrendsPolicySECURE 2.0

    Small employers could benefit from a PEP talk

    Small employers can struggle to compete with major corporations. Not only do bigger companies typically have larger purse strings, they may also be able to offer more attractive benefits. As a result, small businesses sometimes miss out on recruiting top talent.

    April 05, 2023 | 3 min read

    PolicySECURE 2.0

    SECURE 2.0 changes for employer-sponsored retirement plans

    Staying on top of changing regulations for employer-sponsored retirement plans is a perennial challenge. As an example, President Biden enacted the “Consolidated Appropriations Act, 2023”  in the waning hours of 2022. In it are some significant updates and new rules that will impact many organizations.1

    February 15, 2023 | 3 min read


    Senate’s RISE & SHINE Act vs. SECURE 2.0: A quick comparison

    On June 14, the Senate Health, Education, Labor and Pensions (HELP) Committee approved legislation called the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg, or RISE & SHINE.

    RISE & SHINE is the Senate’s answer to the Securing a Strong Retirement Act of 2022 (SECURE Act 2.0), passed by the House of Representatives in March of 2022. 

    August 10, 2022 | 3 min read


    What’s going on with SECURE 2.0?

    At the end of March 2022, the United States House of Representatives passed their version of the SECURE Act 2.0, or the Securing a Strong Retirement Act of 2022. It’s also known simply as SECURE 2.0 — the follow-up to the Setting Every Community Up for Retirement Enhancement Act from 2019, which aimed to update certain retirement account laws in workers’ favor.

    Now, as we continue through uncertain economic times, SECURE 2.0 is poised to create more changes to laws and regulations for certain accounts and policies.

    July 28, 2022 | 3 min read