April Fools Day is not far off, but the joke's on a plan that forgets the April 1 deadline for the first RMD to terminated vested participants who attained age 70½ in 2017 and to participants older than age 70½ who retired in 2017.
Legislation before the Maryland legislature would expand fiduciary duties in the Old Line State for broker-dealers, agents and investment advisers.
In a Feb. 21 letter to Acting IRS Commissioner David Kautter, Rep. Richard Neal (D-MA) has requested that the IRS reevaluate the new VCP user fees announced earlier this year.
In a 2017 report, a survey of 1,600 workers found that 53% are feeling financial stress, which results in negative impacts that impose costs on employers because of its effects on employees.
This marks the inauguration of a new feature for the 403(b) Advisor, ERISA Tips. This first tip offers a discussion of ERISA Section 404(c).
In MarketBeat, ERISA attorney Fred Reish discusses what the best interest standard really requires.
In Tech Talk, Susan Diehl outlines the effects of the federal Tax Cuts and Jobs Act (TCJA) on contribution limits and integration of plans.
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