regulation

SECURE Act 2.0: Modernizing Retirement Savings
In December of 2022, the U.S. Congress passed the Consolidated Appropriations Act, 2023, which contains a large section covering retirement referred to as SECURE 2.0. As a reminder, SECURE 2.0 is seen as building upon or enhancing the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act). Like its precursor, this  Read More →
Fiduciary Hot Topics – Fall 2022
As the leaves are falling and the days get colder, developments within the retirement plan industry are heating up! Read on for a few important plan updates and trends shaping the 401(k) and 403(b) landscape this autumn. Plan Sponsors Get Three Additional Years to Adopt Some of the Amendments Required by The CARES Act and  Read More →
Fiduciary Hot Topics – Winter 2022
As we settle into the new year, we will continue to see plenty of new developments within the retirement plan landscape. Read on for a snapshot of current hot topics. Public Pension Plans Hope to Increase Returns by Taking on More Investment Risk through “Alternative Investments” Public pension plans today face a significant funding gap.  Read More →

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