Bipartisan legislation that would allow for electronic delivery of pension and retirement plan information was introduced in the U.S. House of Representatives Dec 11.
The 2018 NTSA Elite Advisor Award will be presented at the Awards Luncheon during the NTSA Summit in Houston, TX Jan. 23-25; here we provide information on who the 2018 NTSA Elite Advisor Award Semi-Finalists are.
A recent headline suggests that a Roth election could “mitigate” the retirement plan issues identified with a mismatch in tax rates for pass-through entities — but that falls well short of solving the problem created for small business retirements.
In MarketBeat, John Iekel discusses a blog entry and IRS ideas on how to protect retirement plans and balances from cyber attacks and criminals.
In Tech Talk
, we address whether the 10% penalty tax for early IRA withdrawals is waived for public safety officers who retire at age 50 or over.
Members of the Plan Sponsor Council of America (PSCA) have voted to join the American Retirement Association (ARA), effective Dec. 29, 2017.
House Ways & Means Committee Chairman Kevin Brady (R-TX) has announced that House and Senate conferees will hold an open meeting on Dec. 13 to begin reconciling the chambers’ versions of tax reform.
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