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February 16, 2023
In this article, we explain in more detail the changes that SECURE 2.0 made to the required minimum distribution (RMD) rules applicable to retirement plans. The RMD...
February 2, 2023
As part of our continuing series on SECURE 2.0, signed into law December 29, 2022, this post focuses on significant changes for section 403(b) tax-sheltered annuity plans ("403(b) plans").
October 25, 2022
The Internal Revenue Service announced the 2023 cost-of-living adjustments to the dollar limitations for qualified retirement plans and other benefits, and the Social Security...
June 15, 2022
Financial planning is the center of most activities of the average Ghanaian. This is evident in most behaviors and decisions Ghanaians make in their everyday life activities. The reasoning is that people table financial plans that they perceive will cater for them in times when they require assistance of some…
March 29, 2022
This Hill letter was sent to the Members of the U.S. House of Representatives, on H.R. 2954, the "Securing a Strong Retirement Act of 2022."
February 18, 2022
We review the current state of affairs with respect to the litigation challenging the fees charged and investments offered in defined contribution plans; and The Supreme Court’s recent decision in Hughes v. Northwestern University and more.
February 18, 2022
We review the current state of affairs with respect to the litigation challenging the fees charged and investments offered in defined contribution plans; and The Supreme Court’s recent decision in Hughes v. Northwestern University and more.
February 10, 2022
DCIIA provides potential next steps for defined contribution plan sponsors to incorporate alternative investments into their plans, with considerations for fiduciaries.
January 4, 2022
Mercer says delving into participant data and keeping up with new product offerings, legislation and regulations can help plan sponsors improve their retirement programs in 2022.
December 8, 2021
As 2021 comes to an end, we are pleased to present our traditional End of Year Plan Sponsor “To Do” Lists. This year, we present our “To Do” Lists in four separate SW Benefits Updates....