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

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 ...

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 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 ...

On Dec. 2, the Treasury Department said it plans to issue proposed regulations on Trump accounts. A website for Trump accounts is now live, and additional information on how to sign up will be ...

Missing participants are likely to evoke frustration among plan sponsors — driven by a caseload of missing or unresponsive participants that defy resolution. As an administrator of IRAs, a 401(k)-plan ...

Turns out, it was a little of both. Analyses about private-sector pension plans’ performance in November are mixed. Some show slight progress, others show slight regression. But the common denominator ...

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 ...

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 ...

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. The ...

So it seems that now there’s a “new” retirement crisis to fret about — and it involves so-called “junk” IRAs. You may have seen the recent Wall Street Journal’s headline that proclaimed “Forgotten 401 ...

A motion withdrawing its appeal of court challenges to the so-called fiduciary rule issued during the Biden administration was filed by the Department of Labor’s (DOL) Employee Benefits Security ...