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Employers Should Offer Variety of Retirement Income Options, Survey Shows

A new report argues that plan sponsors should offer retirement income solutions such as annuities to provide lasting lifetime income options to workers. ....

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Morningstar and PAi Partner on ESG-Driven Pooled Employer Plan

Recordkeeper PAi will run a PEP backed by Morningstar’s ESG overlay, with the firms citing the recent DOL ruling that allows for ESG consideration in retirement plans. ....

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Nine Big Changes Coming to Retirement Rules

As part of the Consolidate Appropriations Act of 2023, the new SECURE 2.0 Act altered several rules affecting Americans' retirement savings. ....

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Overview of the SECURE 2.0 Act and its Key Provisions

SECURE 2.0, which was signed into law on December 29, 2022 as part of the larger Consolidated Appropriations Act, is the most wide-sweeping retirement plan legislation enacted in more than a decade. It contains a myriad of changes. ....

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SECURE 2.0: Retirement Plan Rules Get a Makeover! | Polsinelli

SECURE 2.0, which was signed into law on December 29, 2022 as part of the larger Consolidated Appropriations Act, is the most wide-sweeping retirement plan legislation enacted in more. ....

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