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 Advocate Newsletter: SECURE 2.0 FAQs
The SECURE 2.0 Act of 2022 will expand the retirement plan toolkit available to employers that desire to enhance the plans available for their employees. As the new provisions become effective and as employers plan for the future, questions naturally arise.
Month-in-Review: January 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.
Unpacking the SECURE 2.0 Act of 2022
SECURE 2.0, just passed by Congress and signed into law by President Biden in late December, is a pivotal piece of retirement legislation in its own right — going further than the original by focusing on how plans can be more comprehensive and responsive to the needs of modern-day employees.
The Advocate Newsletter: Plan Corrections: SECURE Act 2.0 Provides Additional Tools
The SECURE Act 2.0 of 2022 provides plan sponsors with a number of additional tools to enhance the attractiveness and effectiveness of their retirement plans.
Month-in-Review: December 2022
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 Advocate Newsletter: Unpacking the SECURE 2.0 Act of 2022
In December of 2019, before COVID was in our daily vocabulary, President Trump signed the Setting Every Community Up for Retirement Enhancement Act. The SECURE Act sought to increase access to retirement savings accounts and to protect American workers from outliving their retirement assets.
Month-in-Review: November 2022
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 Advocate Newsletter: To ESG or Not ESG?
It has been widely reported that the Department of Labor (DOL) has published its new Environmental, Social, and Governance (ESG) final regulation. Depending on one’s perspective, that characterization ranges from somewhat accurate to quite inaccurate.
Growing Fiduciary Responsibilities Amid Challenging Markets
Significant market volatility this year has thrown a wrench into the retirement plans of many late-career employees. The good news is that fiduciaries have opportunities to help.