Add Yahoo as a preferred source to see more of our stories on Google. Retirees, especially homeowners, need to understand the various financial changes affecting retirement planning, including the ...

Increased options mean increased decisions for plan sponsors — a recent session at the PSCA national conference discussed strategies to help plan sponsors evaluate options and decide what best works ...

The IRS has finally issued final regulations on those SECURE 2.0 Act provisions relating to catch-up contributions. Depending on your income, those may be treated as Roth catch-up contributions.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law in 2019, brought significant changes to retirement account distribution rules. The subsequent passage of SECURE ...

The Securing a Strong Retirement Act of 2022 was introduced to address what its key sponsors called “a retirement crisis.” Acknowledging the disheartening state of retirement readiness in the US, ...

We often are asked how to correct automatic enrollment and automatic escalation errors in 401(k) and 403(b) retirement plans. The fix typically has required plan sponsors to make qualified nonelective ...

On September 16, 2025, the U.S. Department of the Treasury and Internal Revenue Service (IRS) issued final regulations implementing the Roth catch-up contribution provisions of the SECURE 2.0 Act of ...

The amendment deadline for IRAs, SEP arrangements, and SIMPLE IRA plans is now December 31, 2027, reflecting the scope of the SECURE 2.0 Act and questions on CARES Act and disaster-relief provisions.

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The open enrollment season for employee benefits is underway at many companies, and employees may be seeing changes this year thanks to the SECURE 2.0 Act. Processing Content The SECURE 2.0 Act, which ...

The Secure 2.0 Act, signed in 2022, has brought major 401(k) rule changes into force in 2026, affecting millions of U.S. workers. Key updates include higher contribution limits, expanded catch-up ...