Legislation supported by the American Retirement Association (ARA) that would allow 403(b) plans to invest in collective investment trusts (CIT) took a significant step forward in the House of... Read More
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SECURE 2.0
BY John Sullivan | 5/23/2023
On Tuesday, Congress sent a letter to the Treasury Department informing Secretary Janet Yellen and Internal Revenue Service Commissioner Daniel Werfel that it will introduce legislation to fix... Read More
BY Ted Godbout | 5/11/2023
Appearing at the Employee Benefit Research Institute’s 2023 Spring Policy Forum on May 11, Lisa Gomez, Assistant Secretary for the Employee Benefits Security Administration (EBSA), told attendees... Read More
BY NAPA Net Staff | 5/4/2023
On April 3, the Nevin & Fred podcast went on the road to San Diego for a live appearance in front of a standing room only crowd at the NAPA 401(k) Summit. Here’s part 2 of that live episode.... Read More
BY Ted Godbout | 5/3/2023
While the SECURE Act and SECURE 2.0 seek to make it easier for small businesses to offer a retirement plan, many employers that do not offer coverage still appear to be clinging to the same reasons... Read More
BY Robert M. Kaplan | 5/2/2023
We’ve received numerous inquiries on the operational aspects of Roth provisions now that SECURE 2.0 expands the availability and benefits of Roth contributions in retirement plans.
In particular,... Read More
BY Ted Godbout | 4/20/2023
The American Retirement Association applauds the Department of Labor’s proposed addition of a self-correction option for delinquent participant contributions and loan repayments under the Voluntary... Read More
BY Ted Godbout | 4/19/2023
Various provisions under the SECURE 2.0 Act strongly resonate with employees amid considerable changes in retirement expectations, financial conditions and workforce demographics, but the findings of... Read More
BY NAPA Net Staff | 4/18/2023
On April 3, the Nevin & Fred podcast went on the road to San Diego for a live appearance in front of a standing room only crowd at the NAPA 401(k) Summit.
Along with their... Read More
BY NAPA Net Staff | 4/13/2023
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
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
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