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 ...

How easy is it for plan sponsors to find what they need? After all, most search through plan documents for plan details at least a few times a year, and one-third do so at least monthly. Plan sponsors ...

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 ...

As we all settle back into our routines after the 5500 deadline season and recent conferences (did anyone else forget what day it was at some point?!), the federal government workers are also getting ...

All of October, it seems, is devoted to Halloween. But despite terror-mania, October was not scary at all for private-sector pension plans. In fact, quite the opposite. Three separate analyses all ...

The Department of Labor recently issued an intriguing three-part “proposed rule” that, to my eye, offered helpful fiduciary tips that go well beyond pooled employer plans (PEPs). The title alone — ...