Guidance Issued for SECURE 2.0’s New Exceptions to the 10% Early Withdrawal Penalties
the applicable requirements, among other things. Comments are due on or before Oct. 7, 2024. For more information on SECURE 2.0 or other retirement policy issues, contact Erica McFarquhar , Deputy General
A Joint Mission to Inspire Our Future Leaders
NEWS 20240625-AJointMissiontoInspireOurFutureLeaders A Joint Mission to Inspire Our Future Leaders The MissionSquare Foundation is focused on strengthening communities by supporting the long-term wellbeing of youth. A core component of the Foundation’s efforts includes cultivating civic-mindedness, critical thinking, and leadership skills in future leaders. By Deanna J. Santana, Acting CEO and President, MissionSquare Retirement and Suzanne McCormick, President and CEO, YMCA of the USA The MissionSquare Foundation is focused on strengthening communities by supporting the long-term
IRS Issues 2-Year Delay for Key SECURE 2.0 Provision: Requirements for Roth Age Based Catch-Up Contributions
in SECURE 2.0. The Department of the Treasury and the IRS had been made aware of MissionSquare Retirement client concerns with being able to appropriately implement the provision. This transition period
https://www.missionsq.org/about-us/news-and-updates/media-inquiries/news-20230825-irsissues.html
IRS Issues Interim Guidance on SECURE 2.0 Expansion of EPCRS
operations in a manner that is less favorable for a participant than the original terms of the plan. For more information on SECURE 2.0 or other retirement policy issues, contact Erica McFarquhar
https://www.missionsq.org/about-us/news-and-updates/media-inquiries/news-20230525-irsissues.html
New Financial Wellness Case Studies Highlight How Five Public Sector Employers Are Improving the Financial Health of Employees
NEWS 20220224-NewFinancialWellnessCaseStudies New Financial Wellness Case Studies Highlight How Five Public Sector Employers Are Improving the Financial Health of Employees Webinar on March 3rd Will Provide Innovative Ideas to Strengthen Financial Wellness Programs As public sector workers report increased financial challenges in the wake of the ongoing pandemic, a new series of financial wellness case studies provides state and local government employers with key learnings and promising practices to help workers reduce debt, save for retirement, and reach other financial goals
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