Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
The 2024 Game Plan For In-Plan Annuities
How lifetime income solutions are winning over the workplace retirement market.
Month-in-Review: January 2024
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Regulatory and Litigation Update
This quarter’s QPA Advocate Newsletter begins with two pleas. First, please allow time before, during, and after your upcoming committee meetings to discuss the various regulatory and litigation updates described below.
Month-in-Review: December 2023
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Fiduciary News Alert: December 2023
For months, the IRS has been working on a “grab bag” of guidance relating to the SECURE 2.0 Act of 2022 (SECURE 2.0). It had targeted a “fall” release date. By dropping Notice 2024-2 (the Notice) on December 20, 2023, the IRS (just barely) hit that target.
Biden’s Crackdown on Junk Fees in Retirement Plans
Learn about the proposed rule to reduce junk fees in retirement accounts.
Year-End Plan Sponsor Roundup
The end of the year is fast approaching. Many of you are tying up loose ends and hopefully preparing for some down time with your family and friends. With competition for your time and attention in mind, we wanted to close the year with a rapid-fire roundup of the retirement plan issues that have emerged over the last few weeks.
2024 Retirement Plan Limits
The Internal Revenue Service announced cost-of-living adjustments (COLAs) affecting dollar limitations for pension plans and other retirement-related items for the 2024 tax year.
What’s Driving Heightened Plan Adviser RFPs?
HR stability, along with advisory sector instability, are some of the reasons more plan sponsors are putting out adviser requests for proposal.