The Advocate Newsletter: Lessons From the 2022 Qualified Plan Fiduciary Summit

This year’s Qualified Plan Fiduciary Summit connected plan sponsors with retirement industry thought leaders, advisors, recordkeepers, ERISA attorneys, money managers, and other service providers. This month’s newsletter article recaps the key themes from the event and items for plan fiduciaries to consider as we navigate a challenging labor market, an active litigation and regulatory environment, and increased employee needs and expectations.


Qualified Plan Advisors: April 2022 Advocate Newsletter

In late March, Congress took its most significant step yet toward the passage of “SECURE Act 2.0”. The House passed the “Securing a Strong Retirement Act of 2022” in a 414-5 vote, which sets up a process through which the Senate will reconcile retirement-related bills currently in committee and negotiate with the House on potential final legislation. This month’s newsletter includes a brief summary of the path forward for SECURE Act 2.0 and identifies the Act’s provisions most likely to have the widest impact.


Qualified Plan Advisors: February 2022 Advocate Newsletter

In January, the United States Supreme Court issued its much-anticipated ruling in a retirement plan expense lawsuit. The Hughes v. Northwestern University opinion did not necessarily break new ground. However, it may have further stabilized the grounds on which courts across the country will consider motions to dismiss. Plan fiduciaries will be well-served to understand the potential implications.

White Papers

The Advantages of Roth 401(k) Contributions

A qualified plan sponsor’s decision to make the Roth contribution feature available to its employees is no longer an emerging trend. The Roth contribution availability has emerged, solidified its presence, and appears to be here to stay. Many would include it among plan sponsor best practices. Some consider it a competitive arrow within the talent acquisition quiver. Yet, despite its wide acceptance and significant appeal, not all sponsors have embraced Roth contributions.

This paper, written by Matthew Eickman, J.D., AIF®, national retirement practice leader, will review Congress’s steps to permit Roth contributions and explore the various reasons plan sponsors and participants are well-served to take advantage of the Roth opportunity.

Posts navigation