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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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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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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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Secure Act 2.0

Legislative Highlights How The SECURE 2.0 Act Will Impact Your Retirement Plan in 2023 On December 29, 2022, the Consolidated Appropriations Act of 2023 was signed into law which included

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Secure Act 2.0 Update On Potential Provisions

Secure Act 2.0 – An Update On Potential Provisions Many Americans struggle to save for retirement and to help their opportunities for greater retirement security, earlier this year the

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Retroactive Plan Adoption for New Qualified Employer Funded Plans Under the SECURE Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and the Internal Revenue Service (IRS) extended the deadline for employers to adopt new qualified retirement plans that

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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

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Financial Wellness Is An Essential Benefit

Financial Wellness Is An Essential Benefit There is a strong connection between mental health and finances. Financial problems can lead to feeling anxious and/or depressed and, in turn, may

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Benefits That Attract And Retain Employees As We Emerge From The Pandemic

Although the worst of the pandemic is now hopefully behind us, the lifestyle disruption has created a monumental shift in how people work. This disruption has affected nearly every industry and

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Quarterly News Winter 2022

In this issue of the ABG Newsletter we explore: Benefits that attract and retain employees during the pandemic Financial Wellness is an essential benefit Health Insurance impacts