House Ways and Means Committee Ranking Member Richard Neal (D-Mass.) on Dec. 15 reintroduced a bill that would establish a federal auto-IRA for employers with more than 10 employees and that do not ...

nondeductible contributions you made to traditional IRAs; distributions from traditional IRAs, if you have a basis in these IRAs; conversions from traditional IRAs to Roth IRAs; and distributions from ...

The big three state auto IRAs — those run by California, Illinois, and Oregon, which are the oldest and so far the largest such programs — had reasons to give thanks in November. But that was more the ...

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 HSA catch-up contribution increase is a strong nudge for participants to contribute more, including those who were previously constrained by the HSA contribution limit. So says a new study ...

President Trump on Dec. 11 signed an Executive Order to end what he termed “the outsized influence of proxy advisors that prioritize radical political agendas over investor returns.” He cited their ...

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

A variety of nonprofit organizations have called on top leaders from both chambers of Congress in support of legislation that would allow plan sponsors of 403(b)s to include collective investment ...

Act on legislation that would build on the success of the SECURE 2.0 Act to enhance retirement security and help close the coverage gap, witnesses urged at a Dec. 10 Senate hearing. The hearing was ...

The sand is running through the hourglass very quickly for most private-sector employers in Rhode Island concerning information relevant to RISavers. As in Dec. 12 soon — they have until then to ...

It’s an Olympic sport to juggle multiple retirement accounts. Allowing consolidation of Roth IRA funds into your 401(k) would make doing that — and managing that nest egg—easier. Let’s kick things off ...

The ASPPA Winter Symposium offers in-depth, technical education for retirement plan professionals who provide consulting services for clients and prospects. This virtual event takes a deep dive into ...