Tag: Internal Revenue Service (IRS)

The interests of financial professionals and firms ‘often conflict with the interests of retirement investors,’ according to the watchdog’s report.

Employees whose employers offer educational assistance programs can use them to help pay student loan obligations until at least December...

The notice is intended to help plan sponsors implement the match program, with plans for regulation offering further guidance to...

The new coalition, an offshoot of the IRS’s Security Summit group, will work to reduce tax scams during the 2025...

With the tropical storm causing extensive damage to homes and neighborhoods in the eastern US, plan participants can take out...

The changes apply to annuities, Roth sources and spousal beneficiaries.

Inherited retirement assets will be subject to different treatment depending on the recipient, starting in 2025.

The IRS has provided guidance on certain exceptions from the 10% tax penalty for emergency personal or family expenses and...

A federal judge ruled the suit’s ‘theory of liability’ was too broad and dismissed the complaint, which focused on the...

It could mean more lawsuits and overturned rules related to retirement plans.

Following a federal court order in Pennsylvania, the Pension Benefit Guaranty Corporation is nearer to forcing a bankrupt construction company...

The information request is too broad, rushed and may create data security issues, the industry lobby groups argued.

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Both IRS and plan rules can affect how participants can draw down their pre-and post-tax retirement accounts.

Hear about the experiences of plan sponsors that have been through IRS and DOL audits.

Retirement plan and benefit disclosures should only be given to participants if they contain actionable information, industry groups say.

Workers will be able to contribute $4,300 annually for self-only coverage and $8,550 for family coverage.

The Department of Labor found many violations in retirement plan audits last year, likely because plan sponsors were not regularly...

Participation incentives and Roth employer contributions will have to be reported as gross income.

The IRS will not enforce RMDs for inherited IRAs under the 10-year rule until at least 2025.