Posts filed under: Regulatory and Legislation

Regulatory and Legislation

Employer Sponsored Retirement Plan legislation changes and regulatory changes for 401k, Defined Benefit, Pension, Profit Sharing, Cash Balance and all plans governed by ERISA.

Ask Erick: 401k Education and Communication

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

ESG investing – Does the Biden ESG Bill Make Financial Sense?

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

SECURE 2.0 Advantages for Women

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

SECURE Act 2.0 – Top 10 Things to Know

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

SECURE Act 2.0 Incentives to Businesses and Employees for Retirement Plans

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

SECURE Act 2.0: Changes to Catch-up Contributions for Those 50 years and over

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

409A Deferred Comp Plans Can Lower Taxes for You and Your Employees

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Americans Remain Focused on Saving for Retirement

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Turning Your Retirement Dream into a Business

Tools and Techniques More than 50% of U.S. small businesses are owned by people 55 and older, according to a Spring 2021 survey by SCORE, a nonprofit that provides resources to small-business owners. If your retirement dream is to turn... Read More

In the Driver’s Seat – Prioritizing and Managing Fiduciary Duties

In the spring of 2021, Aon Investments surveyed 12 top carriers for fiduciary liability insurance to better understand how plan management typically impacts pricing for fiduciary liability insurance. ... Read More