In addition to helping individuals, my team and I assist many businesses with their retirement and 401(k) plans. It is a ...

On January 10, 2025, the Treasury Department and the IRS issued Proposed Regulations addressing one of SECURE 2.0’s signature ...

SECURE 2.0 extended the catch-up limit for people between ages 60 and 63, but 55% of eligible savers aren't even aware that ...

SECURE 2.0 was enacted on December 29, 2022. Among its provisions is a requirement that “new” 401(k) plans and private sector 403(b) plans ...

More people are setting cash aside for retirement and a big reason for the increased saving is auto-enrollment.

Provisions of the Secure 2.0 Act took effect Jan. 1, but regulators only last week proposed rules to govern new automatic ...

Under SECURE 2.0, participants earning $145,000 or more are required to make catch-up retirement contributions via Roth rules ...

With regard to SECURE 2.0' s new catch-up provision, the IRS and the Treasury won’t allow employers to require that plan ...

The same research team that documented the impact of auto-enrollment and auto-escalation in 401 (k) plans has returned to the ...

Beginning in 2024, the SECURE Act 2.0 will index IRA catchup contribution limits for inflation, making it likely that higher ...

The proposed regulations involve provisions of the SECURE 2.0 Act, including auto enrollment in 401(k) and 403(b) plans, and the Roth IRA catchup rule.

The Treasury Department and the Internal Revenue Service (IRS) released proposed regulations relating to SECURE 2.0 provisions for retirement plan catch-up contributions and automatic enrollment ...