Compliance News PLANADVISER November/December 2018

Compliance News

Legislative and Judicial Actions

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Compliance

November 1st, 2024

IRS Increases 2025 401(k) Contribution Limit, Holds IRA Limit

The announcement provides information on all the cost-of-living adjustments affecting dollar limitations for retirement-related items in the tax year 2025.

Data & Research

October 31st, 2024

Most Hybrid RIAs Favor Retirement Fiduciary Standard

DPL Financial Partners, which works in commission-free annuities, released a survey of RIAs and broker/dealers regarding the DOL’s stalled fiduciary...

Compliance

October 29th, 2024

Treasury Launches Financial Inclusion Plan, Stresses SECURE 2.0 Provisions

The department’s report includes a strong focus on implementing programs like the Saver’s Match.