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 ...

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 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 ...

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 ...

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 ...

The House of Representatives soon will consider a just-introduced measure that incorporates bills that are discrete yet connected by a central theme — they seek to advance capital formation and boost ...

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 (ARA) is calling on Congress to act on legislation that reduces abusive litigation practices that divert resources that could otherwise enhance retirement outcomes, ...

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 ...

Without emergency savings, employees are twice as likely to turn to workplace retirement accounts to cover unexpected costs, according to new data shared by Fidelity Investments. In fact, as of 2024, ...

As someone who regularly speaks on retirement industry topics, I especially enjoy sessions that invite the audience to share their thoughts on issues affecting the industry. Here are some insights ...