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There are plenty of people who don’t claim Social Security benefits “on time”—some do so “early,” and some “late.” In MarketBeat, John Iekel writes about a paper that suggests that it could be a good thing to adjust the way in which adjustments for early retirement and delayed retirement are made. READ MORE
Tech Talk addresses whether an employer can continue to make contributions on behalf of a deceased employee in a 403(b) plan. READ MORE
The American Retirement Association (ARA) in a May 25 comment letter has made recommendations to the IRS concerning the proposed required minimum distributions (RMD) regulations issued in February 2022, including that the IRS delay the effective date of the regulations when they are in final form... READ MORE
In an opening bid by the Senate, the chair and ranking Republican of the Senate Health, Education, Labor and Pensions Committee have released a discussion draft of legislation that builds off the House-passed SECURE Act 2.0 legislation.  Sens. Patty Murray (D-WA) and Richard Burr (R-NC) on May 26... READ MORE
The CalSavers Retirement Savings Board and New Mexico State Treasurer’s Office have announced that they are seeking service providers for aspects of their operations in providing retirement plan coverage to employees in their states whose employers do not.  CalSavers The CalSavers Retirement... READ MORE
Where have you worked, for how long, and how much have you contributed to the 403(b) plan? These are all the questions that make up the puzzle pieces necessary to compute each participant’s available 403(b) catch-up. Participants in a 403(b) plan can make an additional contribution once they have... READ MORE
Sens. Todd Young (R-IN) and Cory Booker (D-NJ) have introduced legislation that they say would “facilitate convenient and affordable access to workplace emergency savings accounts, improving financial security and reducing retirement savings leakage.” According to the bill’s sponsors, the... READ MORE
The Congressional Research Service (CRS) has updated its periodic report on the finances of the Social Security system to account for the current and projected inflation rates. It further offers some insight into how finances and factors behind Social Security expenditures may affect benefits and... READ MORE
The IRS in a May 23 edition of Employee Plan News provides a comprehensive discussion of the impact of missing a deadline for restating a pre-approved 401(a) or 403(b) plan and how such a situation can be handled.  To maintain a plan’s status as a pre-approved plan and retain uninterrupted... READ MORE
The IRS in a May 23 edition of Employee Plan News provides a comprehensive discussion of the impact of missing a deadline for restating a pre-approved 401(a) or 403(b) plan and how such a situation can be handled.  To maintain a plan’s status as a pre-approved plan and retain uninterrupted... READ MORE

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