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.
To help prevent retirement plan cashout leakage when workers change jobs, 11 Senators sent a letter to Labor Secretary Acosta asking the DOL to issue guidance clarifying the application of ERISA to auto portability features.
Employees are increasingly looking to their employers for financial support and believe that employers also have a responsibility for their health and well-being.
In a July 18 letter responding to the DOL's request for information on its fiduciary rule, the American Retirement Association has requested an extension of the applicability date — and a streamlined levelized fee exemption.
House Education and the Workforce Committee on July 19 will markup the Affordable Retirement Advice for Savers Act, a bill that would repeal the DOL's fiduciary rule.
Automatic enrollment is the single most important feature an employer can adopt for Millennials and new hires to participate in a company’s DC plan, according to a new study from Wells Fargo.
Regardless of income level, most respondents in a new survey say they are behind in retirement prep and want to learn about retirement savings and personal financial management.
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