Browsing Tag
Required Minimum Distributions (RMD)
56 posts
Waived: 2020 RMDs, Early 401(k) Withdrawal Penalty If (When?) Coronavirus Relief Bill Passes
While some Republicans in Congress are threatening to block a $2 trillion federal stimulus package—the largest bailout in…
March 25, 2020
More Calls for Congress to Provide COVID-19-Related Retirement Plan Relief
Hey Congress—a little help, please? The National Association of Government Defined Contribution Administrators (NAGDCA) today called upon Congress…
March 20, 2020
ERISA Industry Committee Proposes Major 401(k) Reforms
The 401(k) needs a facelift, according to an industry group that advocates exclusively for large employer plan sponsors.…
March 9, 2020
Expanding 401k Access Highlights IRI’s 2020 Advocacy ‘Blueprint’
“Expand opportunities to save for retirement by enhancing access to, and features of, workplace retirement plans” is the…
March 2, 2020
IRS Provides Relief for SECURE Act RMD Changes
There’s a bit of confusion over the age extension for required minimum distributions (RMD) contained in the recently…
January 27, 2020
‘Stretched’ Out: Adjusting to SECURE Act’s New 10-Year Rule
As of January 1, 2020, the “Stretch IRA” is officially dead as an estate planning tool as a…
January 2, 2020
RMD Age Jumps to 72 in 2020 After SECURE Act
The SECURE Act increases the required minimum distribution (RMD) age from 70½ to 72 on Jan. 1; here’s what plan sponsors will need to address.
December 27, 2019
How to Overcome Regulatory Obstacles to Annuities in 401(k)s
Promoting appropriate annuity options in 401(k) and other DC plans is a challenge worth taking on, a new…
July 25, 2019
5 Positive Retirement Plan Proposals Currently Circling Washington
What’s this? Legislative policy proposals that might actually help? The Employee Benefit Research Institute likes what it sees…
July 14, 2019
Don’t Forget! Retirement Plan RMDs Due Soon
Required Minimum Distributions must be taken on time to avoid IRS tax penalties. Learn the deadlines and special rules for RMDs.
December 24, 2018