Retireholics - Sheri Fitts & Rick Unser
Show notes
HEADLINES
SECURE 2.0 Needs A Starter 401(k) Plan Fix
The dust is still settling from the enactment of the SECURE 2.0 Act at the end of December. The SECURE 2.0 Act is a massive bill comprising 92 provisions in 358 pages of dense legislative text. The retirement policy portion of tax law—residing mainly in the “400s” sections of the Internal Revenue Code—has a notorious amount of cross-references that could easily (and did in a few cases ...
Morningstar, PAi ESG-Focused PEP Goes Live
Morningstar Investment Management and Plan Administrators, Inc. (PAi) have announced the launch of the Morningstar ESG Pooled Employer Plan (PEP) designed to select funds that limit exposure to material environmental, social and governance (ESG) risks.
Many Providers Are Prioritizing Participant Financial Advice in 2023 | PLANADVISER
Advisory shops and providers are launching new workplace programs, updating others and sometimes bypassing the plan sponsor altogether to reach participants.
SECURE 2.0 Needs A Starter 401(k) Plan Fix
The dust is still settling from the enactment of the SECURE 2.0 Act at the end of December. The SECURE 2.0 Act is a massive bill comprising 92 provisions in 358 pages of dense legislative text. The retirement policy portion of tax law—residing mainly in the “400s” sections of the Internal Revenue Code—has a notorious amount of cross-references that could easily (and did in a few cases ...
Morningstar, PAi ESG-Focused PEP Goes Live
Morningstar Investment Management and Plan Administrators, Inc. (PAi) have announced the launch of the Morningstar ESG Pooled Employer Plan (PEP) designed to select funds that limit exposure to material environmental, social and governance (ESG) risks.
Many Providers Are Prioritizing Participant Financial Advice in 2023 | PLANADVISER
Advisory shops and providers are launching new workplace programs, updating others and sometimes bypassing the plan sponsor altogether to reach participants.
