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The IRS announced last week that plan sponsors have an additional two years to implement the mandatory Roth catch-up provision outlined in SECURE 2.0.
Experts at the PLANSPONSOR National Conference addressed the ebb and flow of employer efforts to align in-plan investments with organizational values.
Plan sponsors must message to more workers, on additional channels, in greater detail than ever before when trying to share benefit information.
Education and communication are key to getting plan sponsors and participants on the same page.
Hub Retirement and Wealth Advisory Services adds $1.1 billion in AUM with latest acquisition in Indiana.