Browsing Tag
401(k) Legislation
40 posts
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
SECURE 2.0 Update: Where It Stands, What’s Likely to be Included
Substantial retirement reform legislation expected to pass by year’s end being cobbled together from three bills with many similar objectives
Republican Bitcoin 401k Bill Faces Big Hurdles
The Retirement Savings Modernization Act seeking to allow alternative asset classes in defined contribution plans must overcome skeptical Democrats and the Department of Labor
Congress: Did You Ever Have to Make Up Your Mind?
Are the tax preferences for assets in retirement savings plans intended for retirement? If so, you may want to stop proposing legislation that enables and encourages leakage