Retirement University

Retirement Learning Center

What Happens if I Don’t Name a Beneficiary? Who Gets My 401(k)?

By Parker Elmore | April 7, 2021

KEY POINTS Neglecting to name a beneficiary means your assets may be designated to your estate and become subject to…

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Small Business Owner standing with an ipad in the front of a restaurant

SECURE Act 2.0 and What You Need to Know

By Andrew Taggart, ASA, MAAA | March 25, 2021

KEY POINTS A new bill has been introduced to the House which will build upon recent changes made with the…

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Mid-aged man helps older woman determine her required minimum distribution amounts for 2021

Required Minimum Distributions are Back. Tell a Friend.

By Parker Elmore | March 16, 2021

Key Points The one-year waiver of required minimum distributions (RMDs) for retirement accounts that were authorized under the CARES Act…

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Woman sitting with couple discussing target date fund options

How Common are Automatic Enrollment and Target Date Funds in 401(k) Plans?

By Parker Elmore | March 2, 2021

As employers and plan sponsors look for ways to improve employee participation and engagement in their 401(k) plans, a common…

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Close up of two people reviewing financial documents

House Committee Advances Single-Employer Pension Plan Provisions for the New COVID-19 Relief Package

By Parker Elmore | February 22, 2021

On February 12, 2021, the House Ways and Means Committee approved additions to the new COVID-19 relief package that will most likely…

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