Retirement Archives - Page 3 of 18

In a Benefits Plan Far, Far Away

Julie Stich, CEBS

04 May 202309 May 2023

Over the past several years, May 4 has skyrocketed in popularity as Star Wars Day—as in, “May the Fourth be with you.” In honor of May the Fourth, we thought it would be fun to continue the rebellion against convention by using Star […]

Employee Benefits ERISA Retirement

State-Sponsored Retirement Savings Programs: What Employers Need to Know

Kathy Bergstrom, CEBS

03 May 202303 May 2023

Research shows that one of the key hurdles for achieving retirement security is having access to a retirement plan at work. And, until recently, as many as 57 million people in the United States didn’t have access to an employer-sponsored retirement plan. […]

Benefits Magazine Coronavirus (COVID-19) Employee Benefits Retirement

Magazine Extra: Calling for an Encore: Benefits Considerations for Unretirees

Guest Contributor

14 Feb 202310 Mar 2023

Benefits Magazine Extras articles provide you with bonus content on a mix of benefits topics as well as deep dives and analysis on the latest benefit trends and compliance issues. Visit www.ifebp.org/benefitsmagazine to see the latest Magazine Extra as well as the […]

Employee Benefits Financial Wellness Legislative Regulatory Retirement

SECURE Act 2.0—How Will It Impact Your Plan?

Anne Newhouse, CEBS

07 Feb 202310 Mar 2023

In the month since the SECURE Act 2.0 became law, retirement plan experts have been fast at work studying and researching the pages of provisions so that plan sponsors understand the requirements that will affect their plans. On January 24, 2023, Steven […]

401(k) Plans Defined Contribution (DC) Plans Employee Benefits Legislative Regulatory Retirement SECURE 2.0 U.S.

SECURE 2.0 Act: A Breakdown of Ten Big Implications for Employers

Anne Patterson

31 Jan 202310 Mar 2023

The SECURE 2.0 Act was included in a 4,155-page omnibus spending bill that passed on December 23 when President Biden signed it into law. We broke down the law in the latest Talking Benefits podcast episode, focusing on major implications for plan […]

401(k) Plans Communication Employee Assistance Program (EAP) Employee Benefits Retirement

Magazine Extra: Benefits Touch Points—Communicating When It Matters

Guest Contributor

18 Jan 202310 Mar 2023

401(k) Plans Defined Benefit (DB) Plans Defined Contribution (DC) Plans Employee Benefits Retirement U.S.

2023 Employee Benefits Reporting and Disclosure Calendars

Jenny Gartman, CEBS

13 Jan 202310 Mar 2023

Plan sponsors and administrators are encouraged to reference these comprehensive calendars to stay on track in 2023. Health and Retirement Plans Subject to ERISA (Includes Multiemployer Plans) Health and Welfare Plans New deadlines in 2023 are: Retirement Plans Defined Contribution Defined Benefit […]

Compliance DOL Employee Benefits ERISA Legislative Regulatory Retirement U.S.

Legal and Legislative Reporter: Fiduciary Duties Breached

Guest Contributor

10 Jan 202310 Mar 2023

Every month, the International Foundation releases the Legal and Legislative Reporter, a compilation of new employee benefits-related case summaries. Below is a summary we thought you’d be interested in. Content provided by Morgan, Lewis & Bockius LLP. The U.S. District Court for the […]

Employee Benefits Financial Education Financial Education (U.S.) Financial Wellness Legislative Retirement SECURE 2.0 U.S.

What Plan Sponsors Need to Know After the Passage of SECURE 2.0 Act of 2022

Amanda Wilke, CEBS

28 Dec 202217 Feb 2023

The SECURE 2.0 Act of 2022 (SECURE 2.0 Act), which aims to increase retirement savings and expand coverage to employer-sponsored retirement plans, was included in the 4,155-page omnibus spending bill (HR 2617) to fund the government for 2023. The omnibus bill was […]

401(k) Plans Benefits Magazine Employee Benefits ERISA Retirement U.S.

Legal & Legislative Reporter: Distribution of 401(k) Benefits to Ex-Husband

Guest Contributor

18 Nov 202218 Nov 2022

Court affirms judgment in favor of the defendant employer related to the award of 401(k) benefits to a former employee’s ex-husband.