Browsing Tag
Regulation
216 posts
7 Situations When HSA Contributions Can Be Returned: Marcia Wagner
Certain situations allow for an employer to request the return of Health Savings Account (HSA) contributions it made…
February 13, 2019
PG&E Peril: Employer Stock in the Company 401k Plan
With the PG&E bankruptcy, inquiring minds want to know if there was company stock held in the 401k…
January 30, 2019
Trump Tune Changes as 401(k)s Falter
One of President Trump’s key boasts in the post-election economic boom has largely subsided with the stock market…
January 27, 2019
Bill Allows Penalty-Free Retirement Account Withdrawals for Furloughed Workers
A new bill will allow federal employees to withdraw funds from their retirement accounts without being penalized. Introduced…
January 22, 2019
5 Retirement Proposals to Watch in Washington
Midterm elections reconfigured the power structure in Washington. The newly formed Congress, which features divided chambers and lacks…
January 22, 2019
NYC Mayor de Blasio Proposes City-Sponsored Retirement Plan
If the federal government can’t get it done and you live in a state is slow to adopt, maybe…
January 20, 2019
Roundup of Retirement Plan Provisions Currently Coursing Through Capitol Hill
Among the many year-end bills that are circulating in the U.S. Senate and House of Representatives are a…
December 20, 2018
Another Lame-Duck Push to Pass Retirement Savings Reform
Anyone keeping count? Senators Rob Portman, R-Ohio, and Ben Cardin, D-Maryland, introduced the “Retirement Security & Savings Act”…
December 20, 2018
Finally! ERISA Record Retention Requirements in Plain English
ERISA record retention requirements. Say that five times fast. All joking aside, this is actually pretty serious business.…
December 18, 2018
Trump Cabinet Members Call for HSA Expansion
We all want it, so let’s get it. On Monday, government heavy-hitters from the Departments of Health and…
December 4, 2018