retirement

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

Amanda Wilke, CEBS
 

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 […]

Retirement Board Abused Its Discretion in Disability Benefits Denial

Guest Contributor
 

By Morgan Lewis & Bockius LLP 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: The U.S. District Court for the Northern […]

Everything Plan Sponsors Need to Know About SECURE Act 2.0

Amanda Wilke, CEBS
 

On March 29, 2022, the House of Representatives passed the Securing a Strong Retirement Act of 2022 (HR 2954), otherwise known as SECURE Act 2.0, by a vote of 414-5. Secure Act 2.0 builds on the 2019 Setting Every Community Up for […]

International Foundation Survey Research Studies: Benchmarking Stats You Can Use

Justin Held, CEBS
 

Those working in the employee benefits industry are facing a landscape that changes daily. The International Foundation’s research team takes trending topics, from paid leave to financial education and mental health, and provides in-depth coverage of employer responses through survey reports. The […]

Transitioning from DB to DC: What You Need to Know

Justin Held, CEBS
 

In my years compiling benchmarking data for the International Foundation, one of the most notable trends has been the decreasing prevalence of employer-sponsored defined benefit (DB) pension plans. In the 2011 Employee Benefits Survey, 57% of responding organizations offered a DB pension […]

SECURE Act Guidance: What DC Plan Sponsors Need to Know

SECURE Act Guidance: What DC Plan Sponsors Need to Know

Kathy Bergstrom, CEBS
 

Federal agencies, including the Internal Revenue Service (IRS) and Department of Labor (DOL), have been busy issuing guidance on some of the more complex provisions of the Setting Every Community Up for Retirement Enhancement (SECURE) Act since it was signed into law […]

Changes to Single Employer Pension Plan Funding With the American Rescue Plan Act

Changes to Single Employer Pension Plan Funding With the American Rescue Plan Act (ARPA)

Kathy Bergstrom, CEBS
 

Provisions in the American Rescue Plan Act (ARPA) have the potential to help many single employer pension plan sponsors weather the economic impacts of the COVID-19 pandemic while providing time to consider how to integrate their business and pension funding strategies, suggests […]