Legislation that would allow retirement savers to roll Roth IRA savings into a Roth account within a workplace retirement plan was reintroduced on Dec. 4 in both chambers of Congress. Under current ...

Should automatic enrollment be mandatory for all retirement plans? While SECURE 2.0 now requires automatic enrollment for new retirement plans, I recently asked a question to spark discussion on ...

The option of investing in a collective investment trust (CIT) may be one step closer for 403(b)s with the introduction of a bill in the House of Representatives that would make that possible.

Data from a recent survey show that most plans have different approaches to age eligibility, but smaller plans tend to favor a minimum eligibility age of 21 while larger plans prefer age 18 or have no ...

The U.S. Court of Appeals for the Fifth Circuit has given a green light to the DOL’s motion to withdraw its appeal of a court challenge(s) to the so-called fiduciary rule issued during the Biden ...

The IRS says payment of health benefits from a pension plan's 401(h) accounts for annuitized retirees does not violate the Internal Revenue Code, nor jeopardize its tax-qualified status, but the ...

Some companies allow employees to cash out unused paid time off. A few allow those amounts to be directed to retirement plan or HSA contributions. What does yours do?

How has the IRS changed the required amendments (RA) list for qualified plans and 403(b)s for 2025? Notice 2025-60 tells us.

The threat of litigation against plan fiduciaries is having a detrimental effect on retirement plan innovation, witnesses told a House subcommittee in testimony at a Dec. 2 hearing.

The American Retirement Association is calling on Congress to act on legislation that reduces abusive litigation practices that divert resources that could otherwise enhance retirement outcomes.

The Treasury Department has announced that it plans to issue guidance saying that undocumented immigrants are ineligible to receive the Saver’s Match, as well as certain other tax credits. Saver’s ...

Are Social Security funds and accounts being administered as they should be? The Office of the Inspector General has its eyes trained on the Social Security Administration watching how the funds under ...