The IRS issued Notice 2023-62 on August 25 which provides an extension to the enforcement date for the new Roth catch-up provisions. SECURE 2.0 included a provision requiring catch-up contributions for individuals earning over $145,000 to be after-tax ...
There has been another well-deserved victory for defendants in the multitudes of lawsuits filed against large retirement plans ...
Two of the hot topics in the SECURE 2.0 legislation are two provisions related to after-tax Roth-type savings. We’re covering ...
In our Fiduciary Facts video series, we provide quick and comprehensive answers to the most common questions we receive from ...
This new case study explores the challenges faced by small organizations in the management of their retirement plans and how ...
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Recordkeepers often offer managed account services to participants. This training material walks your committee through what a ...
Determining an investment menu for your retirement plan has a long-lasting and meaningful impact on the retirement readiness of ...
Two of the hot topics in the SECURE 2.0 legislation are two provisions related to after-tax Roth-type savings. In this two-part ...
In the retirement plan industry, conducting regular 401(k) or 403(b) audits is essential to ensuring compliance and optimizing ...
This last blog in our series on advisor independence includes key action items for plan sponsors. To understand the context of ...
The Yale University case is one of the first excessive fee suits filed against a university 403(b) plan, and it has finally been ...