Tag: retirement plan legislation

A white paper unpacks aspects of the new law that will affect a wide range of retirement, benefits and payroll...

Michael Barry, president of the Plan Advisory Services Group, discusses how what was not included in the tax reform bill...

“I have received so many emails etc. on tax reform, including articles that conflict with each other, that I am...

The bill would facilitate lifetime income disclosure, clarify the current annuity selection safe harbor and expand access to multiple employer...

Nearly two-thirds (64%) of multiemployer plans are in the green zone, according to data from Segal Consulting.

The bill would allow retirement plan sponsors to automatically default participants into receiving plan documents and statements online.

One applies to multiemployer benefit plans and the other applies to single-employer benefit plans.

The Retirement Plan Modernization Act would raise the automatic IRA rollover limit, based on the rate of inflation, from $5,000...

In addition, tax-exempt employers would be subject to additional taxation rules.

The act, signed into law last week, allows tax-penalty-free withdrawals and larger loan amounts from retirement accounts than current statutory...