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SECURE 2.0 Act Provisions Enacted as Part of Year-End Appropriations Legislation

ThomsonReuters

Congress has passed, and the President has signed, the Consolidated Appropriations Act, 2023 (CAA, 2023), containing provisions that affect both retirement and group health plans. Retirement plan provisions are set forth in a portion of CAA, 2023 known as the SECURE 2.0 Consolidated Appropriations Act, 2023, Pub.

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Overtaking Mutual Funds: The Hidden Rise and Risk of Collective Investment Trusts

Reynolds Holding

The retirement security of millions of American workers is increasingly tied to an investment vehicle that most have never heard of, and whose dramatic growth over the last 40 years has received almost no regulatory or academic scrutiny. CIT providers are now lobbying Congress to expand access to CIT investments. [3] 3] What Are CITs?

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