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 threat of litigation against plan fiduciaries is having a detrimental effect on retirement plan innovation, witnesses told a House subcommittee in testimony at a Dec. 2 hearing.

The option of investing in a collective investment trust (CIT) may be one step closer for 403(b)s with the introduction of a bill in the House of Representatives that would make that possible.

Data from a recent survey show that most plans have different approaches to age eligibility, but smaller plans tend to favor a minimum eligibility age of 21 while larger plans prefer age 18 or have no ...

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.

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 ...

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 ...

As we all settle back into our routines after the 5500 deadline season and recent conferences (did anyone else forget what day it was at some point?!), the federal government workers are also getting ...

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 Treasury Department has announced that it plans to issue guidance saying that undocumented immigrants are ineligible to receive the Saver’s Match, as well as certain other tax credits. Saver’s ...

President Trump on Dec. 11 signed an Executive Order to end what he termed “the outsized influence of proxy advisors that prioritize radical political agendas over investor returns.” He cited their ...