Under the SECURE 2.0 Act, employees between the ages of 60 and 63 will be allowed to make ‘super catch-up’ contributions to ...

Proposed guidance concerning the SECURE 2.0 Act’s provision requiring defined contribution (DC) plans to provide a paper benefit statement at least once annually has moved one step closer to being ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Fund investment / portfolio management for long term sustainable growth ...

Retirement plan funds are designed for retirement, but Congress continues to make it easier for employees to pull out those funds while still working. The SECURE 2.0 law adds several new in-service ...

The SECURE 2.0 Act introduces new IRS retirement rules that could significantly impact homeowners' nest eggs, potentially altering financial planning for many. These changes, highlighted in reports ...

(This article was published on November 1, 2024. For a collection of regularly updated resources to assist retirement plan practitioners and fiduciaries with SECURE 2.0 Act compliance, see SECURE 2.0 ...

New retirement plan changes went live this year as part of the SECURE 2.0 Act. Here's what they mean for you. Robin Hartill is a Florida-based Certified Financial Planner and a longtime financial ...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law in 2019, brought significant changes to retirement account distribution rules. The subsequent passage of SECURE ...

The SECURE 2.0 Act continues to reshape retirement savings in 2025, offering new opportunities for many to strengthen their financial future. Key updates include a higher required minimum distribution ...

Another round of SECURE 2.0 Act of 2022 provisions are set to take effect at the start of the new year. Many plan advisers have likely already gotten their clients ready for the changes. But there ...