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While amendments for the following changes under the SECURE Act and SECURE 2.0 Act are not yet required, retirement plan sponsors (especially 401(k) and 403(b) plan sponsors) need to be...
Unlike 401k plans, 403b plans with custodial accounts have not been able to maintain CITs or unregistered insurance company separate accounts, both of which can be more cost-efficient investment options than comparable mutual funds.
Enacted last December as part of omnibus appropriations legislation, the “Securing a Strong Retirement Act of 2022” (SECURE 2.0) includes a number of provisions that have an impact on...