Legislative and regulatory news
Insights that help you stay ahead
Insights that help you stay ahead
Get real-time perspectives on policy news so you have the context you need to guide your plans and participants.
Learn about recent developments, updates to the SECURE 2.0 Act, IRS contribution limits, and more.
Stay current and register for our quarterly webinar.
Trump Accounts employer contributions
Review our summary of the Treasury's proposed regulations for employer contributions to Trump Accounts, including key requirements and implementation considerations.
SECURE 2.0 Act: What you need to know
Understand ongoing guidance, phased provisions, and what to watch as the SECURE 2.0 Act continues to shape and evolve.
SECURE 2.0 Act final regulations on Roth catch-up contributions
Review the final regulations on the SECURE 2.0 Act's Roth catch-up contribution rules.
Catch-up contributions for high earners
The SECURE 2.0 Act limits the ability of certain high earners to make pretax catch-up contributions in 401(k) plans. Nonqualified deferred compensation may help.
IRS proposed regulations automatic enrollment
See the IRS's proposed regulation changes to retirement plan enrollment requirements made by Section 101 of the SECURE 2.0 Act.
SECURE 2.0 Act distribution guidance
Review guidance to enhance workplace retirement savings plans from the SECURE 2.0 Act.
Regulatory changes shaping plan decisions
Select benefit and contribution limits 2021-2026
Read our analysis of the most recent announcement by the Internal Revenue Service on contribution and benefit dollar limits for 2026.
IRS ruling opens up new options for employees
Review the impact of the IRS’s private letter ruling on employee benefit design and emerging trends from 2025.
Final and proposed required minimum distribution regulations
Review the final 2025 regulations affecting required minimum distributions (RMDs) from retirement plans, annuities, and IRAs as amended by the SECURE Act of 2019 and the SECURE 2.0 Act of 2022.
Trump Accounts: frequently asked questions
Clear answers to common questions about Trump Accounts.
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