Browsing Tag
401(k) Rollover
146 posts
Senators Introduce New Bill to Allow PPP Loan Tax Deductions
The IRS is stirring anger. The beloved revenue-gathering arm of the United States government issued guidance last week…
Extend the Spirit of the CARES Act to Automatic Rollovers
America is a fundamentally caring country, as reflected in the collective actions of its individuals, businesses and policymakers.…
Where Does the United States Rank with Mutual Fund Taxes, Regulation?
A new study ranks the United States as “below average” in mutual fund tax incentives and regulation when…
New CARES Act RMD and Rollover Rules: Chart
For defined contribution plans (e.g., 401(k) plans, 403(b) plans, and 457(b) governmental plans) and IRAs, the CARES Act…
Forgo 401k Early Withdrawal Penalty: WSJ
Calls for fiscal relief involving 401ks are growing louder, with The Wall Street Journal joining the American Retirement…
IRS Delays Tax-Filing Deadline to Help Cope with Coronavirus: Updated
Clarification: Per CNBC. The Treasury is giving taxpayers a 90-day extension on paying taxes owed from 2019, but…
Fees for Large and Small 401k Plans Continue to Fall
More good news about fees and fee compression as plan sponsors and participants increasingly realize the long-term implications…
Remind Workers About This Retirement Savings Tax Credit
With tax season in full swing, it’s once again time to remind plan sponsors and participants about an…
Treasury Department Proposes Longer RMD Age Calculations
Longer lifespans have the Treasury Department rethinking RMD calculations. The government body proposed revisions to the age that…
SEC Charges Advisor Firm, Principals with Defrauding Retired NFL Players
In an extreme case of unsportsmanlike conduct, a former RIA and an attorney who represented a group of…