A recent blog entry argues that employers and plan administrators can face complex situations concerning distributions.
Nevada’s new law that imposes a fiduciary duty on broker-dealers, sales representatives and investment advisers is now in effect; it also authorizes rules on fiduciary duty.
The Washington State Department of Commerce is updating the rules for the state’s Small Business Retirement Marketplace.
The American Retirement Association has responded to Senate Finance Committee Chairman Orrin Hatch (R-UT) expressing its strong support for tax incentives to encourage retirement savings.
The July 1 launch of the Oregon Retirement Savings Program (OregonSaves) pilot has been a success, says a report by the Oregon Retirement Savings Board.
President Trump’s executive order intended to cut tax regulatory burdens does not apply to retirement-related regulations and actions by the IRS, the Treasury has indicated.
The IRS Office of the Chief Counsel has reiterated an earlier IRS statement that Congress did not intend the one-rollover-per-year limit for IRAs to apply when the custodial institution fails.
It is important that the SEC bring "clarity and consistency” to “standards of conduct that investment professionals must follow in providing advice to Main Street investors,” SEC Chairman Clayton said on July 12.
The NTSA and the ARA have filed a letter with the Board of Trustees of the Texas Teacher Retirement System about its proposed rule concerning companies that offer voluntary 403(b) investment options to public school employees in Texas and their fees.
The last word one would associate with the DOL's fiduciary rule is “dispassionate.” But that accurately describes a new report about it by the Congressional Research Service.
The pilot program for OregonSaves, the state-run auto-IRA program for private-sector workers in Oregon, was launched on July 1.
The IRS has made some changes to how it deals with pre-approved plans, hoping to encourage employers to switch from individually designed plans to the pre-approved format.
The public sector's response to cybercrime to protect its retirement plans and participants is not uniform, a recent report suggests.
The Oregon Retirement Savings Program on June 22 filed a temporary amendment to its program rules with the Oregon Secretary of State’s office. The amendment modifies language related to enrollment.
The Carolinas share a border, a name, and a need to address problems with their state pension plans; however, their problems are as different as north is from south.
Pennsylvania Gov. Tom Wolf (D) on June 12 signed into law a measure that provides new state employees hired after Jan. 1, 2019, with three retirement benefits from which they can choose.
It’s heeeeere. But for many practitioners, practices and firms that read the tea leaves, the fiduciary rule already has shaped what they do and how they do it.
OregonSaves, the state-run auto-IRA program for private-sector workers, is not quite launched yet, but the pieces are falling into place.
That may seem an odd equation. And yet, a speaker at a recent retirement industry conference argues exactly that.
The Supreme Court ruled unanimously in a decision it handed down June 5 that religiously affiliated non-profits’ plans are exempt from ERISA even if they were not originally established by a church.
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