A bill is before the Michigan House of Representatives that would allow funds from the state’s Public Employee Retirement System to be invested in cryptocurrency. Leonard Gilroy, Senior Managing ...

Employers are expanding their Roth offerings, according to data from the PSCA’s 68th Annual 401(k) Survey. In fact, they found that the percentage of plans offering a Roth contribution option climbed ...

The government is happy to oblige — it has released informational copies of the Form 5500 Series for reporting about 2025 plan years. On Dec. 15, the U.S. Department of Labor (DOL), IRS, and Pension ...

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 ...

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 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 ...

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 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.

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 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 ...