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Legislation that would create Alaska Work and Save, a state-run program that would provide retirement plan coverage to private-sector employees in Alaska whose employers do not, is still under consideration.
The bill that would create Alaska Work and Save, SB 135, is not new. Sen. Bill...
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While not quite the bump received from last year’s record inflation, the health savings account (HSA) limits will still receive an increase for 2025, as determined under Section 223 of the Internal Revenue Code.
The new limits were announced May 9 by the IRS in Revenue Procedure 2024-25.
The IRS...
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Arctic Circle, the Big Easy: they could not be in more different parts of the country, but the legislatures of Alaska and Louisiana are considering measures that would do the same thing—call on Congress to repeal the Windfall Elimination Provision (WEP).
And they share similar reasoning: the WEP...
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Recordkeeping today is not your grandfather’s recordkeeping; maybe not even your older sibling’s, writes John Iekel in MarketBeat. He discusses a report by the Advisory Council on Employee Welfare and Pension Benefit Plans on recordkeeping and the need for relevant guidance and education from the...
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Tech Talk discusses expense ratios in light of Government Office of Accountability analysis.
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The effects of the SECURE 2.0 Act cover the gamut from profound and far-reaching to the more mundane yet still important—and that includes reporting about certain retirement plans and saving arrangements—including certain Roth arrangements.
In FS-2024-18, a fact sheet issued May 2, the IRS...
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As expected, and with the ink barely dry on the new Retirement Security regulation, the first lawsuit challenging that rule has been filed.
It seeks to vacate the 2024 Fiduciary Rule and amendment to PTE-84-24 under the Administrative Procedures Act (APA) on the grounds that they are “contrary to...
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Registration is now open for the NAPA/NTSA ERISA 403(b) Advisor Conference!
If you’re a professional within the ERISA 403(b) marketplace, you won’t want to miss the 2024 NAPA/NTSA ERISA 403(b) Advisor Conference, Sept. 19-20 in Chicago, IL.
It’s the only industry event designed for professionals...
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A new study finds that Americans’ “magic number” for retirement has surged to an all-time high, jumping 15% in just a year and a whopping 53% since the onset of the pandemic, writes Ted Godbout in MarketBeat; he adds that they now believe they will need to save $1.46 million to retire comfortably.
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Episode 5
In this installment of Wowcast, host Randy Aranowitz speaks with Landon Warmund CFP® CSLP®, a Certified Financial Planner and Certified Student Loan Professional with Reliant Financial Services. Warmund details his path from a high school student with an affinity for finance to his...
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Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...