Browsing Tag
401(k) Legislation
46 posts
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
August 10, 2023
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
May 24, 2023
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
March 28, 2023
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
November 4, 2022
Republican Bitcoin 401(k) 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
September 30, 2022
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
September 21, 2022
Senate Version of SECURE 2.0 Set to Move Forward
This bill would increase the RMD age to 75
June 20, 2022
Mayors Want TSP-Like Program for Workers Lacking Access to Retirement Plans
U.S. Conference of Mayors adopts resolution calling on Congress to emulate the Thrift Savings Plan to strengthen retirement security for low- and middle-income workers
June 8, 2022
Bitcoin-Focused ‘Financial Freedom Act’ Gets House Companion Bill
Congressman Byron Donalds (R-FL) introduces identical legislation to Tommy Tuberville’s Senate bill aimed at prohibiting Biden’s DOL from banning cryptocurrency investment in 401ks
May 23, 2022
Reconciling SECURE 2.0: Similarities and Differences Between House and Senate Bills
A closer look at hurdles and potential timeline the retirement reform legislation faces as the Senate looks to level its own priorities with what’s in the House bill
April 12, 2022