Browsing Tag
401(k) Legislation
43 posts
Bipartisan Bill to Streamline 401(k) Distribution Options, Expand In-Service Rollover Choices is Back
The Retirement Simplification and Clarity Act would provide more flexibility, clearer guidance to Americans navigating retirement savings decisions
IRI Reveals Top Retirement Legislation Priorities for 2025
Protecting retirement plan tax treatment, expanding lifetime income options among goals outlined in 2025 Federal Retirement Security Blueprint
Bipartisan Bill Introduced to Simplify Retirement Savings Distribution Options
“Retirement Simplification and Clarity Act” would provide seniors with a more streamlined process and flexibility to choose savings options right for them
DOL Final Fiduciary Rule Released, Set to Become Effective in September
Controversial rule “to protect retirement savers’ interests by updating investment advice fiduciary definition” now available for public review
Bill to Ban ESG Consideration in Retirement Plans Floated by House Republicans
Legislation is latest attempt to reverse Biden Administration’s controversial ESG rule
New Bill Seeks to Allow Roth IRA Rollovers into Roth 401(k)s
Legislation introduced Wednesday in House would correct oversight of current law prohibiting workers from rolling Roth IRA savings into workplace-based Roth retirement plans offered by employers
3 Key Fixes in New SECURE 2.0 Technical Corrections Bill
While CITs in 403(b)s remain in limbo, issues with catch-up contributions, Starter Ks and RMDs would be solved—if the bill can find a larger vehicle to attach itself to
Bill to Protect Women’s Retirement Security Reintroduced—Again
Legislation would provide spousal protections against taking distributions or loans from a 401(k) without the other spouse’s knowledge or consent
SECURE 2.0 Technical Corrections Legislation Coming Soon
Congressional leaders tell Treasury, IRS that fixes to prevent unintended consequences (including inadvertent annulment of catch-up contributions) are on the way
Legislation, Regulation, Litigation Driving Change in 401(k) Plans: Callan
Just-released Callan 2023 Defined Contribution Trends Survey paints detailed picture of challenges and opportunities facing DC plan sponsors