Compliance News PLANADVISER November/December 2019

Legislative and Judicial Actions

Key legislation, regulations and litigation from Washington, D.C., and the courts.

Reported by

PLANADVISER Staff

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March 14th, 2025

Deadline for Retirees Taking Their First RMDs is April 1

The IRS rule applies to all traditional IRA owners and most participants in workplace retirement plans.

Client Service

December 20th, 2024

What to Know About the 10-Year Inherited IRA Rule

A tax specialist unpacks the end of the ‘stretch’ IRA brought in by SECURE 2.0.

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December 10th, 2024

IRS Reminds Retirees to Take RMDs Before Year-End

Those aged 73 and older must take their required minimum distribution from defined contribution plans and IRAs.

Data Points PLANADVISER November/December 2019

Fund Lineup Sizing

Both pluses and minuses to increasing or reducing plan investment menus, research says.

Reported by

Judy Faust Hartnett

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The Markets

January 22nd, 2019

Optimal Number of 401(k) Investment Categories Between 12 and 20 Study Says

Offering fewer than 12 categories may mean participants are not being given sufficient opportunity to diversify, and offering more than 20 could lead to lower average investment in...

Products

January 19th, 2018

Vestwell Integrates Morningstar 3(21) Fiduciary Services to Platform

Financial advisers can help plan sponsors address their fiduciary responsibilities while creating their own investment product lineup from menus of funds on which Morningstar has performed due diligence.