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 ...

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 ...

Social Security, sometimes referred to as a “third rail,” is a mainstay in many ways — and not just for individuals. An expert panel recently outlined some of them. Social Security benefits more than ...

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

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 ...

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 Trump Administration in a recent letter to Sen. Susan Collins (R-Maine), the Chair of the Senate Committee on Appropriations, encouraged deep cuts to the funding of the IRS and Department of Labor ...

Yet another of the genre of forfeiture reallocation suits has failed to state a claim, a federal judge has ruled.

It's the most wonderful time of the year! Forms 5500 are in the rearview mirror, and Thanksgiving and the December holidays are oh-so close. Hope you are taking some time to unwind and decompress from ...

Is offering plan participants an option for automatic retirement income “the next natural step?” Some industry insiders think so. Making it possible for participants to choose an option that will give ...