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Changes Coming for 2025: Automatic Enrollment for Retirement Plans

by David Gensler | Nov 26, 2024 | article

Geoff came into my office looking concerned. “David, I heard something about mandatory automatic enrollment for retirement plans starting in 2025. Is that true?” “Hi, Geoff. And yes, you’re right. Starting in 2025, most new 401(k) or 403(b) plans will be required to...

WHILE WE WERE SLEEPING — CONGRESS PASSES THE SETTING EACH COMMUNITY UP for RETIREMENT ENHANCEMENT (SECURE) ACT

by David Gensler | Dec 30, 2019 | IRAs, newsletters, retirement plans

Amidst all the strum and drang going on in Washington, little noticed by anyone other than pension geeks (like me), Congress passed the most sweeping retirement plan legislation in 13 years. It was signed into law by the President on December 20th. The SECURE act is...
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