SECURE 2.0 – ABA Retirement Funds Program – PA Bulletin

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PROGRAM RESOURCES
CURRENT ARTICLES

Posts tagged with: SECURE 2.0

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SECURE 2.0: Key Provisions

Blog, July 2023

This summary includes highlights but is not intended to be an exhaustive list.... Read More

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CALENDAR REMINDERS

CURRENT ARTICLES

Your retirement plan’s self-directed brokerage account(s) with TD Ameritrade will be moving to Schwab.
SECURE 2.0: Key Provisions
Form 5500

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financial wellness compliance testing DOL infographic myorangemoney contribution limits Form 5500 nondiscrimination SECURE Act HSA 3(16) SECURE 2.0 PCRA Voya Health Savings Account ProgramPay security sponsor web statements Employee engagement headquarters Personal Choice Retirement Account cybersecurity Voya Retire Mobile App employee retention extension epag ERISA of counsel Compliance tools contributions employee benefits S.A.F.E. Guarantee estate planning inflation medical expenses retirement planning irs social security SDBA Self-Directed Brokerage Account top-heavy resources survey

PAST ARTICLES

Recent system changes
Help is available for annual compliance testing
Employees worry inflation will derail their ability to save for retirement
Higher contribution limits for retirement savings plans
Looking to relinquish some administrative duties?
Are your employees’ addresses accurate?

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LEARN ABOUT THE PROGRAM

To learn more about the ABA Retirement Funds Program visit abaretirement.com or contact us directly.

Copyright © 2024 ABA Retirement Funds - All Rights Reserved.

For plan sponsor use only. Not for use with participants.

Please read the Program Annual Disclosure Document (April 2023) carefully before investing. This Annual Disclosure Document contains important information about the Program and investment options. For email inquiries, use: contactus@abaretirement.com and include your 6-digit plan number.

TD Ameritrade, Inc., and TD Ameritrade Clearing, Inc., members FINRA/SIPC, are subsidiaries of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2024 Charles Schwab & Co. Inc. All rights reserved.

Schwab Personal Choice Retirement Account® (PCRA) is offered through Charles Schwab & Co., Inc. (Member SIPC), a registered broker-dealer which also provides other brokerage and custody services to its customers. ©2024 Charles Schwab & Co., Inc., (Member SIPC). All rights reserved.

Charles Schwab & Co., Inc., Voya Financial®, and ABA Retirement Funds are not affiliated and are not responsible for the products and services provided by the other.

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