A recent blog entry discusses the beneficiary options under the RMD regulations that were issued on April 17, 2002, and the importance of the distinctions.
In a big win for the lobbying efforts of the American Retirement Association’s Government Affairs Committee (GAC), the IRS has dropped a series of compliance questions from the 2017 Form 5500.
Kentucky Gov. Matt Bevin (R) has unveiled a proposal to shift the Teachers’ Retirement System from the current DB system to a DC-based system; a recent actuarial analysis suggests the proposed changes may not be a panacea.
MarketBeat takes a look at how auto enrollment may be not only a boon, but also problematic.
In Tech Talk, Susan Diehl tells us whether a frozen ERISA-exempt 403(b) plan which indicates in their plan document that it has been closed still must send an Annual Meaningful Opportunity Notice.
If at first you don’t succeed, try, try again seems to be the motto used in a new class action lawsuit filed against New York University alleging breach of fiduciary duties for excessive plan fees in the school’s retirement plans.
The National Association for Fixed Annuities hasn’t had much success thus far in its litigation challenging the Department of Labor’s (DOL) fiduciary regulation — until now.
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