Latest Marketplace News
Vestwell Partners With Payroll Provider Gusto on Integrated 401k
Franklin Templeton to Buy Putnam Investments
2023's Plan Adviser of the Year Award Winners Announced
JULY Picks up HTLF's Recordkeeping and Administration Business
New Vestwell Partnerships to Support Advisors in Small Biz 401k Market
Company Launches to Evaluate Annuity Options in 401k Plans
October Three Consulting Acquires Retirement Learning Center
PSCA Announces 2023 Lifetime Achievement, Signature Award Winners
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Latest Published Articles, Papers, and Research From Across the Web
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The Senate Committee on Health, Education, Labor, and Pensions sent a letter to the Department of Labor on May 30 urging it to "effectively and expeditiously" implement SECURE 2.0. It also urged the DOL to prioritize six provisions related to the committee's mission.
Source: Asppa.org, June 2023
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With U.S. employers adding one million jobs to the economy in the first quarter of 2023, Americans appear to be refocusing on investing in their future, according to Fidelity's latest retirement trends analysis.
Source: Asppa.org, June 2023
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The IRS has issued interim guidance on the expansion of the employee plan self-correction provisions of the SECURE 2.0 Act. The new guidance, which is in the form of questions and answers, covers conditions for self-correction, eligible inadvertent failures that may not be self-corrected at this time, and conditions that will not apply under the interim guidance.
Source: Segalco.com, June 2023
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The Senate Committee on Health, Education, Labor, and Pensions sent a letter to the Department of Labor on May 30 urging it to "effectively and expeditiously" implement SECURE 2.0. It also urged the DOL to prioritize six provisions related to the committee's mission.
Source: Plansponsor.com, June 2023
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Some in the retirement industry look back fondly on the days when company pensions guaranteed paychecks, but experts are not convinced the nostalgia is deserved. Experts point out the flaws in the often lauded 'pension past,' while discussing what the 401k present needs to be more impactful for more people.
Source: Planadviser.com, June 2023
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Evan Greebel, pharma bro Martin Shkreli's lawyer and co-conspirator, lost his bid to protect his 401k from garnishment to pay restitution to his victims. The Supreme Court declined to hear the case, effectively ending Greebel's quest to keep his retirement plan free from a $10.4 million judgment found by a lower court.
Source: Napa-net.org, June 2023
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Automatic enrollment is an effective method of encouraging employees to save. This is a strategy worth considering for a variety of reasons. Not only does it motivate employees to save for retirement, but it also is advantageous to your business. Here are six reasons why offering automatic enrollment is advantageous.
Source: Myubiquity.com, June 2023
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The IRS has issued interim guidance to address the changes made by section 305 of SECURE 2.0 to the self-correction program under the IRS Employee Plans Compliance Resolution System. While the IRS will issue guidance completely restating the rules of EPCRS to reflect the new statutory changes within two years, Notice 2023-43 provides initial guidance, in question-and-answer format, regarding what qualification failures can be self-corrected now.
Source: Groom.com, June 2023
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