What's in the episode?:
Debt limits, ESG, presidential vetoes—how in the world did SECURE 2.0 pass in an overwhelmingly (and increasingly) partisan Washington? Where does retirement policy go... Read More
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SECURE 2.0
BY NAPA Net Staff | 4/13/2023
BY NAPA Net Staff | 4/3/2023
What's in the Episode
What's on the tax policy agenda for the Treasury Department, and what are its priorities? What about the technical correction in SECURE 2.0 needed for Roth catchup... Read More
BY John Sullivan | 3/15/2023
The ink isn’t dry on SECURE 2.0, but it isn’t preventing high-profile behavioral economist Shlomo Benartzi, Ph.D., from looking ahead to what’s next. It’s what he does.
“While Secure 2.0 actually... Read More
BY Nevin E. Adams, JD | 2/13/2023
The U.S. Department of Labor’s Employee Benefits Security Administration is resoliciting comments on its Voluntary Fiduciary Correction Program for input on changes mandated by the SECURE 2.0 Act of... Read More
BY Kelsey Mayo | 2/8/2023
While the original SECURE Act increased tax credits for small employer plans, SECURE 2.0 significantly increases the available tax credits—including some that could cover the costs of operating/... Read More
BY NAPA Net Staff | 2/2/2023
The SECURE 2.0 Act of 2022 was signed into law in the waning days of 2022. But there are some things that need fixing—and some things you may have overlooked. Nevin (Adams) and Fred (Reish) highlight... Read More
BY Andrew Remo | 2/2/2023
The dust is still settling from the enactment of the SECURE 2.0 Act at the end of December.
The SECURE 2.0 Act is a massive bill comprising 92 provisions in 358 pages of dense... Read More
BY Retirement Learning Center | 2/1/2023
ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement... Read More
BY Nevin E. Adams, JD | 1/27/2023
There are a lot of optional plan design enhancements to be found in the new SECURE 2.0 Act of 2022—but there’s one mandatory feature that could have effects both positive—and negative. This week we... Read More
BY Retirement Learning Center | 1/25/2023
ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement... Read More
BY John Sullivan | 1/24/2023
The American Retirement Association (ARA) recently identified what it calls a “significant technical error” in the SECURE 2.0 Act of 2022 regarding catch-up contributions.
Specifically, according... Read More
BY Nevin E. Adams, JD | 1/23/2023
There are a lot of optional plan design enhancements to be found in the new SECURE 2.0 Act of 2022—but there’s one mandatory feature that could have effects both positive—and negative. We’d like to... Read More
BY Nevin E. Adams, JD | 1/17/2023
There’s no one silver bullet likely to close the nation’s retirement plan coverage gap—but the target is pretty easy to spot.
As it turns out, the nation’s retirement plan access coverage gap is... Read More
BY Nevin E. Adams, JD | 1/13/2023
There are a LOT of retirement provisions in the SECURE 2.0 Act of 2022 (to put it mildly)—this week we asked readers to share the one(s) they’re most excited about—and which they’d like to go deeper... Read More
BY Nevin E. Adams, JD | 1/10/2023
There’s nothing like a global pandemic to fuel interest in, if not the need for, emergency savings. Indeed, there are a half dozen provisions[i] in the new SECURE 2.0 designed to make it easier for... Read More
BY Nevin E. Adams, JD | 1/9/2023
There are a LOT of retirement provisions in the SECURE 2.0 Act of 2022—this week we’d like to know which one(s) you’re most excited about—and which you’d like go deeper on at the NAPA 401(k) Summit... Read More
BY NAPA Net Staff | 1/9/2023
There are a LOT of retirement provisions in the SECURE 2.0 Act of 2022—and we’ve got a new resource—a list of which ones will take effect when.
The Government Affairs team here has developed a... Read More
BY John Sullivan | 1/6/2023
One knock against (some) advisors is that they make retirement prep and planning unnecessarily complicated for their clients in order to be needed. True or not, SECURE 2.0 is complicated... Read More
BY NAPA Net Staff | 1/6/2023
Below is a table providing descriptions and effective dates for the key provisions contained in the SECURE 2.0 Act of 2022, which was enacted Dec. 29, 2022, as part of the Consolidated Appropriations... Read More
BY NAPA Net Staff | 1/5/2023
In this episode Nevin (Adams) & Fred (Reish) unpack some of the major provisions of the SECURE 2.0 Act, and their implications for retirement.
In the waning days of 2022,... Read More
BY NAPA Net Staff | 1/2/2023
We’ve just added a new resource page to NAPA Net about the SECURE 2.0 Act of 2022.
This new page is your one-stop resource for information about the new legislation, which was enacted on... Read More
BY Ted Godbout | 12/29/2022
Capping off months of anticipation and hard work, the SECURE 2.0 Act of 2022 is now law, thanks to President Biden signing the legislation Dec. 29 after it was flown down to him while on vacation in... Read More
BY NAPA Net Staff | 12/27/2022
There are 92 provisions in the new SECURE 2.0 Act—and by at least one assessment, they are “almost universally good, with ‘good’ being defined as ‘helpful to the cause of promoting retirement... Read More
BY Ted Godbout | 12/23/2022
While it came down to the wire, both the House and Senate have now approved the much-anticipated SECURE 2.0 Act of 2022 as part of the mammoth $1.7 trillion omnibus spending bill.
For months... Read More
BY Ted Godbout | 12/21/2022
There’s a lot still to unpack in the new SECURE 2.0 Act of 2022, but 24 hours after its publication, here are some additional highlights.
First off, it’s worth reiterating that the legislation... Read More
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