NAGDCA’s Mid-Year Legislative & Regulatory Update brought members the latest developments shaping the public sector defined contribution landscape. During the discussion, NAGDCA Executive Director Matt Petersen and partners from Groom Law Group reviewed emerging federal initiatives, implementation challenges tied to SECURE 2.0, and the status of several long-standing NAGDCA legislative priorities.
Key topics included:
- Implementation questions surrounding the new “Trump Accounts” and TrumpIRA.gov marketplace
- Treasury and recordkeeper challenges related to the upcoming Saver’s Match program
- The Department of Labor’s proposed rule on alternative assets and what it could mean for governmental DC plans
- Ongoing efforts to allow 403(b) plans to access Collective Investment Trusts (CITs)
- Legislative priorities involving Roth IRA rollovers, qualified charitable distributions, and future retirement legislation
The conversation also explored the broader political and regulatory landscape in Washington and what members should watch for as Congress and federal agencies continue work on retirement policy developments.
Click below to view the recording.