It’s critical that plan sponsors consult with compliance professionals before adding the Deemed IRA feature.
Tag "SECURE 2.0"

The story arc of the 401k mimics that of software. Each release adds to and builds on features and benefits over and above those of previous releases.

We asked retirement advisors from across the country whether they felt SECURE 2.0 had been over-hyped or represented a game changer. Here’s what they said on a few key issues.

When is a “problem” not really a problem? And what can be better than success, even if no one knows about it.