Browsing Tag
Required Minimum Distributions (RMD)
54 posts
ERISA Industry Committee Proposes Major 401k Reforms
The 401k needs a facelift, according to an industry group that advocates exclusively for large employer plan sponsors.…
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…
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…
‘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…
RMD Age Jumps to 72 in 2020 After SECURE Act
One of the many changes to retirement plans brought about by the SECURE Act being signed into law…
How to Overcome Regulatory Obstacles to Annuities in 401ks
Promoting appropriate annuity options in 401k and other DC plans is a challenge worth taking on, a new…
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…
Don’t Forget! Retirement Plan RMDs Due Soon
Like failing to update beneficiary information, taking required minimum distributions is one of those (somewhat) simple things too…
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”…
Minimum Distribution Problems—Why They Exist and What Can Be Done
The minimum distribution requirements of Internal Revenue Code Section 401(a)(9) generally require that plan participants withdraw at least…