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News

Exploring Penalty-Free Distribution Provisions Under SECURE 2.0

The SECURE 2.0 Act of 2022 has made it easier for participants to access their retirement savings in times of need without having to incur the 10% early withdrawal penalty, in certain situations.

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News

SECURE 2.0 Act: Important Updates and Considerations

As we get closer to 2024, many of the provisions within the SECURE 2.0 Act will begin taking effect. This new legislation will have a profound impact on plan design with the goal of making saving

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News

What Plan Sponsors Need to Know About The New Long-Term Part-Time Employee Rules 

The SECURE 2.0 Act, a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, continues to remove barriers that may have prevented Americans from saving for

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Quarterly Bulletin News

More Change on the Horizon for Retirement Plans

Secure Act 2.0 The Securing a Strong Retirement Act, better known as the SECURE Act 2.0, is a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act that was