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Copyright © 2020 ALM Media Properties, LLC. All Rights Reserved.
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Rethinking retirement planning in wake of SECURE Act
Andrew S. Rusniak | February 18, 2020
The loss of the stretch IRA will be significant -- especially for trusts designated as beneficiaries of retirement accounts.
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Will SECURE Act move the needle for guaranteed income in retirement plans?
Nick Thornton | February 04, 2020
One development that could spur product innovation would be new guidance from the DOL on the role of annuities in a qualified default investment alternative.
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With SECURE Act, EBSA has its hands full
Nick Thornton | January 30, 2020
From tricky provisions in Secure Act, to a new fiduciary rule, regulators have their work cut out
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3 ways the SECURE Act affects company retirement plans
Chris W. Shankle | February 03, 2020
Plan sponsors need to be aware of the fine print in the legislation to avoid costly mistakes and compliance issues with the IRS.
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8 SECURE Act provisions effective immediately await regulators' compliance guidance
Nick Thornton | January 22, 2020
Although industry must comply immediately with these provisions, they lack guidance from regulators as to how, the SPARK Institute says.
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Advisors’ advice: What does the SECURE Act really mean for clients?
Ginger Szala | February 07, 2020
We asked advisors to give us their take on this sweeping retirement legislation. Here are 15 of the responses.
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Ted Benna's take on SECURE Act and 2020
Ginger Szala | January 27, 2020
Also, experts discuss future of annuities, long-term care and Social Security.
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Brush up on 401(k) MEPs
Christopher Carosa | January 20, 2020
With the SECURE Act, there’s a very good chance the MEP will become the standard 401(k) solution for all but the largest businesses.
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Recordkeepers ‘deluged’ by sponsors’ questions need SECURE Act guidance yesterday
Nick Thornton | January 15, 2020
If not guidance on the 'new parent' provision, recordkeepers would welcome good faith relief regarding withholding and RMDs.
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SECURE Act doesn’t insulate annuities in 401(k)s from a fiduciary standard
Nick Thornton | January 10, 2020
Some are concerned the new provider selection safe harbor will be abused.
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Now’s the time to SECURE your MEP cred – Carosa
Christopher Carosa | January 15, 2020
How can you get up to speed quickly on MEPs? Let’s break it down into 3 primary components.
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So you want to sponsor a pooled employer plan? Here are 5 things to know
David Levine and Kevin Walsh | January 09, 2020
With the passage of the SECURE Act, you may be considering sponsoring a PEP - if you are, there are 5 things to know now.
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Industry cautiously optimistic as Labor prepares ground rules on Open MEPs
Nick Thornton | January 09, 2020
SECURE Act's impact on workplace retirement plans will largely depend on guidance and regulations drafted by the DOL.
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SECURE ACT: Game changer for estate planning with qualified retirement benefits
Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | January 08, 2020
The days of careful planning to obtain the maximum life expectancy stretch-out are now over for the beneficiaries of a participant who dies on or after Jan. 1, 2020.
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3 planning alternatives to Stretch IRAs
Nick Thornton | January 03, 2020
With SECURE Act’s passage, Stretch option are no longer available as an estate planning tool.
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Will Open MEPs pave way for alts in 401(k)s?
Nick Thornton | December 23, 2019
2 things have to happen if Open MEPs prove to be a catalyst to wider use of alternative investments in 401(k)s, says an ERISA attorney
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7 possible obstacles to Secure Act's future
Allison Bell | December 18, 2019
Sure, the House passed it. Going from that to monster retirement plan sales could still be hard.
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Labor expected to act quickly on Open MEPs now that SECURE is passed
Nick Thornton | December 19, 2019
The Open MEP provision, which the DOL will need to provide guidance on, could impact existing plan sponsors, not just small businesses.
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9 industry reactions to SECURE Act placement in spending bill
Nick Thornton | December 17, 2019
The SECURE Act has been attached to the House spending package -- and it appears to be same as the one passed by House in May.
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Will association fear hold back 401(k) MEPs? – Carosa
Christopher Carosa | November 13, 2019
There’s a pot of MEP gold at the end of the rainbow for all parties, but trade associations must take that brave first step to get it.
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SECURE Act provision could help Gold Star families: AALU
Allison Bell | October 22, 2019
The provision could reduce the taxes of children of service members who die in combat.