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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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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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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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Investment Menus & Fiduciary Considerations

Plan Sponsors have a fiduciary duty to select and monitor investments in a retirement plan. Ensuring that an investment menu is cost efficient and appropriate for the given employee population is a

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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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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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Retirement Plan Access & Fraud Prevention Considerations

As a significant investment for many Americans, retirement plan assets are an attractive target for cyber hackers globally. In today’s highly digitized/online environment there are ample

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The HSA – A Valuable Retirement Planning Tool

Employees may know that a health savings account (HSA) is a helpful way to pay for qualified medical expenses. What employees may not know is that an HSA offers benefits that go beyond this feature.

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New Department of Labor Fiduciary Rule: Protecting Retirement Security

In a continued effort to enhance investor protection and promote transparency when it comes to financial advice, the Department of Labor (DOL) has introduced a new fiduciary rule. The proposed DOL

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Long Awaited IRS Proposed Regulations for Long-Term Part-Time Employees

On November 24, 2023, the Internal Revenue Service (IRS) released proposed regulations concerning the long-term part-time (LTPT) employee rules beginning in the 2024 plan year. The LTPT employee