retirement Archives - Page 3 of 5

The DOL Retirement Security Final Rule: Highlights for Plan Sponsors

Jenny Gartman, CEBS

20 Jun 202420 Jun 2024

On April 25, 2024, the Department of Labor (DOL) published the retirement security final rule defining fiduciary status for investment advice to retirement investors under the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code (IRC). It is set to […]

Employee Benefits Retirement

SECURE 2.0 Act: Where Are We Now?

Amanda Wilke, CEBS

23 Jan 202423 Jan 2024

The SECURE 2.0 Act of 2022 (SECURE 2.0) encompasses a number of changes affecting retirement plans that go into effect over the next few years. SECURE 2.0 aims to make it easier for employers to offer retirement plans and help employees plan […]

DOL Employee Benefits ERISA50 Retirement

How the DOL’s Proposed Fiduciary Rule Would Affect Retirement Plans

Jenny Gartman, CEBS

17 Jan 202418 Apr 2024

The definition of a fiduciary under ERISA, a rule originally written in 1975, has fluctuated in the past decade. Fiduciary investment advice rules have had a long history filled with ups, downs and mixed support. On October 31, 2023, the U.S. Department of […]

Employee Benefits Financial Education (U.S.) Retirement U.S.

A Q&A on State-Facilitated Retirement Programs

Anne Patterson

13 Jul 202313 Jul 2023

For the past several years, the International Foundation has strategically focused on the topic of retirement security. The most recent Talking Benefits podcast episode covered one crucial way to help employees reach retirement security—by giving them access to a retirement plan. Podcast […]

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 […]

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

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 […]

DOL Employee Benefits Retirement U.S.

Is Your Plan Ready for a DOL Investigation? Nine Key Areas to Review

Kathy Bergstrom, CEBS

29 Aug 202229 Aug 2022

When it comes to Department of Labor (DOL) retirement plan investigations, the best defense for plan fiduciaries is often a good offense—conducting a compliance self-review before DOL officials come knocking. That’s the contention made by attorneys Elizabeth S. Goldberg and William J. […]