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 ...

When an employee in a qualified retirement plan dies, the employee’s account balance has to be distributed to the beneficiary at a certain rate over a certain timeframe. The money cannot stay in the ...

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 ...

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 ...

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 need and worth of financial wellness — which includes retirement plans and readiness — is a constant. But the ways of achieving financial wellness are not static. An expert panel recently outlined ...

As we all settle back into our routines after the 5500 deadline season and recent conferences, federal workers are also getting back into their routines. You, too, have probably felt the ripple ...