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The IRS released guidance on Aug. 25 that addressed Section 603 of the SECURE 2.0 Act concerning Roth catch-up contributions. The guidance grants a two-year delay in the provision's effective date that mandates that catch-up contributions must be Roth for those earning more than $145,000. More... READ MORE
The IRS on Aug. 21 issued an update to the 2022-2023 priority guidance plan, which still includes plans to take action relevant to 403(b)s. The IRS had released the initial plan on Nov. 4, 2022, setting forth guidance priorities for the 12-month period from July 1, 2022, through June 30, 2023 (the... READ MORE
Running any employee benefit plan entails following certain rules—and it is always possible that at some point, a mistake will be made in running a plan. An expert offers his observations regarding mistakes that tax-exempt organizations (EOs) make with their 457(b) plans.  In a recent entry in the... READ MORE
Tech Talk discusses the Government Accountability Office’s observation that investment options are generally more limited for 403(b) plans than they are for other qualified retirement plans.  READ MORE
Recent research from the Investment Company Institute sought to answer two critical questions on which retirement policy is often based—how do the amount and compositions of spendable income for individuals change from middle to old age, writes John Sullivan in MarketBeat. READ MORE
The typically hot inland areas of the Golden State may have been torrid this summer, but one thing at least has been cooling: CalSavers employer registrations and contribution levels.  Registrations had been steadily growing since 2019. But employer registrations dropped from May 31, 2023 to June... READ MORE
The first half of 2023 brought slow—but relentless—growth in assets and registrants for CalSavers, the state-run program that provides retirement plan coverage for private-sector employees whose employers do not. So reports the CalSavers Retirement Savings Board, which administers the program.... READ MORE
In MarketBeat, Nevin E. Adams, JD, writes that he has been getting a lot of … comments …about his version of “retirement,” and includes discussion of allocations of revenue from retirement funds and factors that affect them. READ MORE
Born from 1997 to 2012, Generation Zers have often been called the most ethnically diverse generation who have grown up entirely with modern technology. But as they begin to enter the workforce, what impact will they have on the retirement industry and what expectations do they bring to the table... READ MORE
Tech Talk looks at a discussion by the Government Accountability Office (GAO) of service providers with which sponsors of 403(b) plans work. READ MORE