Archived Insight | February 2, 2017

Segal's Advice for DC Plan Sponsors in 2017

With a new president and full Republican control of Congress, change is in the air and on everyone’s mind. For sponsors of defined contribution (DC) pension and savings plans, 2017 is a chance to proactively focus on certain issues that might need attention before Congress turns its attention to tax reform, which likely will include new laws affecting DC plans.

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Most SECURE 2.0 Plan Design Options Fully Available for 2025

The Treasury and the IRS have issued guidance for recordkeepers to administer the plan design options SECURE 2.0 made available to DC plan sponsors.

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This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.