Helping DC plan participants reach their retirement funding goals is only half of the picture. Learn why and how plan sponsors can help participants efficiently transition to decumulation.
SECURE 2.0: Guidance for retirement plan sponsors for 2023, 2024 and beyond
The question is not whether the new legislation impacts plan sponsors, it’s which of the more than 90 provisions apply to them and when do they take effect.
New outline of SECURE 2.0 provisions offers guidance for plan sponsors
CliffsNotes-like summary provides help for mid- to large-size retirement plan sponsors trying to navigate the expansive new legislation
Advisers in conversation: Creating lifetime income in retirement
SBA founding principal Mindy Zatto joins Ted Benna, who designed and implemented the first 401(k) savings plan, for a discussion on the future of retirement savings plans and how plan sponsors can help close the participant education gap.
Why you should encourage ‘mini’ retirement plan audits
“Audit” is practically a four-letter word for plan sponsors, advisers and administrators. But an audit doesn’t have to be a bad thing.
A closer look at SECURE Act 2.0’s less-talked-about provisions
What you need to know about provisions that could have a significant impact on retirement plan compliance.
Plan sponsors should do their homework before offering student loan assistance
Student loans can be a distraction that diminishes employee productivity and may prevent employees from achieving their financial wellness goals. In response, employers have recently begun introducing benefit programs designed to assist employees with their student loan debt.
Here’s how to create a SECURE Act plan of action
Given the SECURE Act’s broad scope and nuanced provisions, how should plan sponsors prioritize their responsibilities under the new law? Here’s a systematic approach for developing a SECURE Act plan of action.