Are Social Security funds and accounts being administered as they should be? The Office of the Inspector General has its eyes trained on the Social Security Administration watching how the funds under ...

Missing participants are likely to evoke frustration among plan sponsors — driven by a caseload of missing or unresponsive participants that defy resolution. As an administrator of IRAs, a 401(k)-plan ...

Turns out, it was a little of both. Analyses about private-sector pension plans’ performance in November are mixed. Some show slight progress, others show slight regression. But the common denominator ...

The HSA catch-up contribution increase is a strong nudge for participants to contribute more, including those who were previously constrained by the HSA contribution limit. So says a new study ...

On Dec. 2, the Treasury Department said it plans to issue proposed regulations on Trump accounts. A website for Trump accounts is now live, and additional information on how to sign up will be ...

Legislation that would allow retirement savers to roll Roth IRA savings into a Roth account within a workplace retirement plan was reintroduced on Dec. 4 in both chambers of Congress. Under current ...

The IRS says payment of health benefits from a pension plan's 401(h) accounts for annuitized retirees does not violate the Internal Revenue Code, nor jeopardize its tax-qualified status, but the ...

The U.S. Court of Appeals for the Fifth Circuit has given a green light to the DOL’s motion to withdraw its appeal of a court challenge(s) to the so-called fiduciary rule issued during the Biden ...

How has the IRS changed the required amendments (RA) list for qualified plans and 403(b)s for 2025? Notice 2025-60 tells us.

A motion withdrawing its appeal of court challenges to the so-called fiduciary rule issued during the Biden administration was filed by the Department of Labor’s (DOL) Employee Benefits Security ...

Yet another of the genre of forfeiture reallocation suits has failed to state a claim, a federal judge has ruled. This one was brought by plaintiff Jayson Brown, a former employee of defendant Peco ...

The American Retirement Association (ARA) is calling on Congress to act on legislation that reduces abusive litigation practices that divert resources that could otherwise enhance retirement outcomes, ...