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Milestone Retirement Reform Arrives: Key Provisions Of SECURE 2.0 - Employee Benefits & Compensation

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, which contains an impressive collection of retirement. ....

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Provider Due Diligence: Key to Avoiding Catastrophic Cyberattacks

The recent Moveit breach highlighted the need for plan sponsors to carefully vet service providers in order to protect participants’ assets, data and personal information. ....

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SECURE 2.0 Reforms 529 and ABLE Accounts

The reforms complement the student loan matching provision and make it easier to use ABLE and 529 accounts for college savings. ....

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What Does SECURE 2.0 Do for RMDs and Catch-Up Contributions?

The RMD change is straightforward, but the catch-up change, not as much. ....

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Plan Creation in a Post-SECURE 2.0 World

SECURE 2.0 creates new tax credits and requires automatic features that will shape plan creation going forward. ....

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