Welcome to the latest edition of our Plan Sponsor Newsletter. As we navigate the evolving landscape of retirement planning, we are committed to providing relevant updates, insights and strategies to help you manage your retirement plans effectively. In this issue, please find valuable information on recent Supreme Court legislation, SECURE 2.0 optional provisions and our 2025 Essential Economic Update.
Understanding the Loper Bright Decision: A Guide for ERISA Professionals
In a landmark decision issued in 2023, the U.S. Supreme Court ruled in Loper Bright Enterprises v. Raimondo, a case that focused on the scope of the Secretary of Commerce’s authority to impose fishing regulations. While the case itself was centered on the fishing industry, its decision has broader implications for regulatory powers across various sectors, including employee benefits law under… Read More >
SECURE 2.0: Five Optional Provisions for Plan Sponsors to Consider
SECURE 2.0, the most sweeping and encompassing act affecting the retirement plan industry since the Pension Protection Act of 2006, includes optional provisions that Plan Sponsors can elect to add to their plan’s offerings. Optional provisions that have piqued interest for Plan Sponsors include qualified disaster relief, matching on student loan payments, treatment of employer contributions as Roth, domestic abuse victim withdrawals and self-certifications for hardships. It is important for Plan Sponsors to understand… Read More >
