The SECURE 2.0 Act of 2022 (SECURE 2.0), the follow-up legislation to the Setting Every Community Up for Retirement Enhancement Act of 2019 (now known as SECURE 1.0) (previously discussed here and here), includes many...more
President Biden signed an executive order on May 20 on climate-related financial risk that seeks to change the rules regarding the use of environmental, social, and governance (ESG) investments in retirement plans. The order...more
6/11/2021
/ Biden Administration ,
Climate Change ,
Department of Labor (DOL) ,
EBSA ,
Environmental Social & Governance (ESG) ,
Executive Orders ,
Extensions ,
Fiduciary ,
Investment ,
Investment Adviser ,
Retirement Plan ,
Trump Administration
The Setting Every Community Up for Retirement Enhancement (“SECURE”) Act made a number of changes designed to increase the availability of lifetime income options in defined contribution retirement plans, such as 401(k)...more
3/22/2021
/ 401k ,
Benefit Plan Sponsors ,
Department of Labor (DOL) ,
Employee Benefits ,
Fiduciary ,
Longevity Annuity ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
Safe Harbors ,
SECURE Act