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Noting its concern “that the growing emphasis on ESG investing may be prompting ERISA plan fiduciaries to make investment decisions for purposes distinct from providing benefits to participants and beneficiaries and defraying reasonable expenses of administering the plan,” the Labor Department has...
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The IRS announced on June 23 that it is further extending some compliance deadlines for parts of the South that were affected by storms in April.
Specifically, the relief gives victims of tornadoes, severe storms and flooding that took place in April in parts of Mississippi, South Carolina and...
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For those who want to take advantage of the waiver provisions under the CARES Act, new guidance from the IRS extends the rollback period for required minimum distributions already taken in 2020.
The guidance also includes a series of FAQs and provides plans with transition relief and sample...
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Summer is here, and part of the heat this year is compliance-related. Here are some deadlines to keep in mind:
July 15, 2020
Date by which, under Notice 2020-23 and 2020-32, certain actions that were due to be performed on or after March 30, 2020, and before July 15, 2020 can be performed...
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Building a practice is always an important concern. But when a circumstance such as that with which retirement plan professionals must contend this year—namely, a pandemic—intervenes, that effort becomes more complicated.
In a June 17 webinar, NTSA Past President Tamara Indianer, CFP®, AIF®, CRES...
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Tech Talk addresses the types of contributions that can be made to 403(b) accounts.
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This Father’s Day, I’ve been thinking about my dad, the life he led, the choices he made, and the legacy he left behind.
I’m not talking about money. In fact, I didn’t learn anything about finance from my dad—he avoided big purchases with the fervor of Ebenezer Scrooge, though he’d spend that...
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In MarketBeat, Jack Towarnicky notes that most employees’ objectives in HSA participation focus on current year needs and spending, but that that risks severely underutilizing the HSA’s asset accumulation potential.
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The IRS has announced that it is extending relief to plan participants whose spouses are laid off and that take COVID-related distributions or loans from their retirement accounts, as well as new safe harbors for loan repayments.
In Notice 2020-50, issued on June 19, the IRS expands the categories...
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The Department of Labor’s Bureau of Labor Statistics (BLS) should make improvements concerning the consumer price index (CPI), says the Government Accountability Office (GAO).
In “RETIREMENT SECURITY: BLS Should Explore Ways to Improve the Accuracy, Timeliness, and Relevance of Its Cost-of-Living...
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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...