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Jun 26, 2020

DOL finalizes rule for alternative safe harbor methods for disclosure through electronic media

The Department of Labor (DOL) has issued final regulations providing two new safe harbors for retirement plans to furnish required disclosures by email or other electronic means to participants and beneficiaries. The first new safe harbor follows a Notice and Access framework, whereas the second alternative safe harbor utilizes a direct e-mail model for delivery of ERISA required documents.

Jun 8, 2020

Setting your customers up for success: Engagement for their next new normal

Since the start of the COVID-19 crisis, most of us have been flooded with pandemic-related updates, insights and communications from our employers, retirement plans and financial advisors. Equipping individuals with content that helps educate and empower them to make better decisions is a key capability and highly valued by stakeholders. During this crisis, it has become invaluable.

May 26, 2020

Clarifying guidance on CARES Act: retirement provisions

Since the passage of “Coronavirus Aid, Relief, and Economic Security Act” or “CARES Act” the Retirement Industry has anxiously awaited guidance on a number of open questions.  During that time, regulators have issued additional relief measures designed to ease the burden on employers and their plan participants. For example, the IRS issued Notice 2020-23 on April 9, which extended many tax deadlines, including those deadlines applicable to qualified retirement plans.

Mar 31, 2020

Retirement in the Time of COVID-19: Unpacking the Retirement Provisions Contained in the Coronavirus Aid, Relief, and Economic Security (CARES) Act

On Friday, the President signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, the largest stimulus package in American history. The CARES Act provides $2 trillion in relief to Americans and American businesses impacted by the coronavirus pandemic.

Dec 20, 2019

Further Consolidated Appropriations Act of 2020—A summary and view from SS&C Retirement Solutions

President Trump signed into law the Further Consolidated Appropriations Act of 2020 (FCAA).  While the FCAA contains a number of important spending provisions necessary to keep the federal government from shutting down, it also contains the most comprehensive retirement reform since the Pension Protection Act of 2006. 

Nov 1, 2019

In-Plan Retirement Income and eDelivery front and center at SPARK Forum

This year at the SPARK Forum, SS&C Retirement Solutions will be joining 325+ leaders from across the retirement industry, including CIOs and senior IT leaders, legal and compliance, audit and risk, operations, CMOs, and business development.

Jun 27, 2019

Breaking down the SECURE Act

The US House of Representatives recently passed the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019), and now the Senate has the opportunity to consider the legislation or pass their own version, RESA (Retirement Enhancement Savings Act).

May 31, 2019

Data-driven products and personalization in the retirement industry

Data-driven products and personalized solutions are reshaping the retirement industry. What does this mean for the industry and most importantly our clients? The opportunity to achieve and deliver better outcomes across the retirement ecosystem.

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