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 ...

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 ...

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 ...

Yet another of the genre of forfeiture reallocation suits has failed to state a claim, a federal judge has ruled. This one was brought by plaintiff Jayson Brown, a former employee of defendant Peco ...

Data from a recent survey show that most plans have different approaches to age eligibility, but smaller plans tend to favor a minimum eligibility age of 21 while larger plans prefer age 18 or have no ...

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.

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 option of investing in a collective investment trust (CIT) may be one step closer for 403(b)s with the introduction of a bill in the House of Representatives that would make that possible.

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 ...

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 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 ...