Fiduciary Hot Topics Q2 2024

Congress releases SECURE 2.0 technical corrections discussion draft  On December 6, 2023, the committees of jurisdiction (the Committee on Health, Education, Labor and Pensions (HELP), the House Committee on Ways and Means, and the Education and the Workforce Committee) released … Read More

Millennials Redefining Retirement

According to a recent survey by retirement finance company IRALogix Inc., Millennials are changing the way people think about retirement. According to over 50% of Millennials surveyed, obtaining “financial independence” is a more significant indicator of retirement than simply turning … Read More

The Resurgence of the Automatic IRA Act

The Automatic IRA Act of 2024 has been reintroduced by Representative Richard Neal, D-Mass., the ranking member of the House Ways and Means Committee. This measure requires companies with more than ten workers to automatically enroll their workers in IRAs … Read More

Beyond Compliance: Make Every Comm Count

Effective retirement plan communications do more than just meet DOL requirements; the best ones engage, educate, motivate, and empower participants. Optimize your communications to connect with employees on a personal level, encourage informed decisions, and foster more active engagement with … Read More

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