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RSG | Retirement Solution Group

RSG | Retirement Solution Group

Tag: Secure Act 2.0

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Should You Consider Auto-Features for Your Retirement Plan?

Explore whether auto-enrollment and auto-escalation are right for your retirement plan. These features, now required for new plans under SECURE Act 2.0 starting in 2025, can significantly increase participation and savings rates. However, they may not suit all organizations. Careful evaluation, documentation and strategic planning can help you design the right retirement plan for your company.
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SECURE 2.0 Update: Looking Ahead

The SECURE 2.0 Act introduces several important changes affecting 401(k) plans, starting in 2025. Plan sponsors should prepare for these updates to ensure compliance and optimize their retirement plans.
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Wrapping Up 2023: A Comprehensive Guide to End-of-Year 401(k) Tasks

This article is a helpful guide for wrapping up 2023 smoothly! We will dive into those end-of-year 401(k) tasks that require your attention including plan design review, SECURE Act preparation and impact on businesses, Required Minimum Distributions (RMDs), employee deferrals and more.
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The Rise of Pooled Employer Plans (PEPs) in the Retirement Landscape

The appeal of PEPs for employers is in mitigating personal liability and controlling costs, and has been particularly attractive choice both small business and for audited plans with 100+ participants. Understand the common infrastructure of PEPs, emphasizing their cost-effectiveness compared to single employer plans, with built-in coverage for plan audit expenses and fiduciary responsibility. With this retirement plan option, there will be consideration of PEPs in future RFPs and significant growth in PEP adoption over the next five years.
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6 Common Administrative Tasks That Can Morph Into 401(k) Plan Headaches

This article is a helpful guide for wrapping up 2023 smoothly! We will dive into those end-of-year 401(k) tasks that require your attention including plan design review, SECURE Act preparation and impact on businesses, Required Minimum Distributions (RMDs), employee deferrals and more.
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Secure Act 2.0

Secure Act 2.0 is coming as part of the Infrastructure Bill of 2021. This article highlights a few proposed changes including Roth IRA, an increase in RMD and more. The Secure Act 2.0 builds on the Setting Every Community Up for Retirement Enhancement Act of 2019. Included in the bill are dozens of provisions aimed at boosting retirement security.
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