Compliance | October 16th, 2006 Woman May Pursue Claim of IRA Exclusion in Bankruptcy October 16, 2006 (PLANSPONSOR.com) - The Bankruptcy Appellate Panel for the Ninth Circuit has ruled that a woman whose claims...
Compliance | October 12th, 2006 Surviving Spouse not Entitled to IRA Benefits October 12, 2006 (PLANSPONSOR.com) - The US District Court for the District of Arizona has ruled that the surviving spouse...
Compliance | August 11th, 2006 Feds Break Up Retirement Fraud Scheme August 11, 2005 (PLANSPONSOR.com) - Federal regulators have charged a California man with running a $22 million scheme designed to...
Compliance | May 31st, 2006 IRA Could be Tapped To Cover Criminal Fines May 31, 2006 (PLANSPONSOR.com) - The US District Court for the Eastern District of Washington said in a memorandum opinion...
Benefits | May 10th, 2006 Retirement Assets Top $14 Trillion May 10, 2006 (PLANSPONSOR.com) - Americans held a record $14.3 trillion in retirement assets as of the end of 2005,...
Compliance | March 8th, 2006 Participant's Estate Must Include IRA Balance for Tax Purposes March 8, 2006 (PLANSPONSOR.com) - A federal judge in Indiana has ruled that the executrix of a deceased participant's estate...
Benefits | February 14th, 2006 Plan for Automatic IRAs Proposed February 14, 2006 (PLANSPONSOR.com) - A plan for using payroll deductions for automatic individual retirement accounts (IRAs) for employees has...
Compliance | December 28th, 2005 IRS Puts Out Roth IRA Annuity Conversion Guidance December 28, 2005 (PLANSPONSOR.com) - Federal tax officials on Wednesday released additional guidance on how to figure out the fair...
Investing | April 26th, 2005 401(k) Balances In the Black After Five Years of Seeing Red April 26, 2005 (PLANSPONSOR.com) - The bear market of the past few years is finally seeping out of 401(k) retirement...
Investing | April 26th, 2005 401(k) Balances In the Black After Five Years of Seeing Red April 26, 2005 (PLANSPONSOR.com) - The bear market of the past few years is finally seeping out of 401(k) retirement...
Compliance | April 11th, 2005 Supreme Court Determines IRAs Exempt from Bankruptcy Estate April 11, 2005 (PLANSPONSOR.com) - The US Supreme Court has overturned lower court rulings for a case in which a...
Investing | February 14th, 2005 ICI: IRAs a Major Success 30 Years Later February 14, 2005 (PLANSPONSOR.com) - Since they were created three decades ago with the signing of the Employee Retirement Income...
Benefits | September 28th, 2004 SIMPLE IRA Plans Growing in Number September 28, 2004 (PLANSPONSOR.com) - The SIMPLE IRA market is again increasing in size, with a 5% rise in the...
Investing | September 2nd, 2004 IRAs Still Going Strong After 30 Years September 2, 2004 (PLANSPONSOR.com) - Today, over 40% of American households hold IRAs, almost 30 years after they were signed...