Tag: Legislation

The United States narrowly holds its spot among the top 20 nations globally in its capacity to meet retirement security needs and expectations.

The Internal Revenue Service (IRS) will host a phone forum next month about the 2013 Cumulative List.

More defined contribution retirement plans are out of compliance with Department of Labor (DOL) and Internal Revenue Service (IRS) regulations than some might think.

Approval for an auto-enrolled retirement plan at the federal level is near unanimous, but there may still be some bumps to iron out.

Proposed legislation from Senator Tom Harkin (D-Iowa) would expand access to privately run, portable retirement plans for all workers.

In this new age of fee disclosure, it may be surprising to some that more than one-quarter (26.6%) of respondents to PLANSPONSOR’s 2013 Defined Contribution (DC) Survey do...

President Obama raised both hopes and eyebrows when he introduced new proposals for combating America’s retirement crisis during his fifth State of the Union address.

Americans tend to view defined contribution (DC) retirement accounts favorably, and they like the way DC contributions and withdrawals are taxed, research shows.

The SPARK Institute Inc., a lobbying group for retirement plan service providers, is hoping to secure more flexibility from federal regulators regarding certain investment-related disclosure requirements.

The American Academy of Actuaries has released a report that provides guidance for evaluating retirement plans.

U.S. House members belonging to the New Democrat Coalition asked the Department of Labor (DOL) to ensure new fiduciary rules protect access to investment advice.

A new strategy from the Principal Financial Group and National Benefit Services, LLC (NBS) can help financial professionals and their large-plan 403(b) clients manage issues with legacy assets.

The Pension Benefit Guaranty Corporation (PBGC) is moving the flat-rate premium due date for large plans to later in the premium payment year.

A number of states have released guidance regarding state income taxation for same-gender married couples.

Witnesses during a U.S. Senate committee hearing argued that defined contribution (DC) plan design is key to solving the retirement crisis in America.

The Internal Revenue Service (IRS) has issued the 2013 Cumulative List of Changes in Plan Qualification Requirements (2013 Cumulative List).

A group of retirement industry advocacy groups are urging the Treasury Department to ensure same-gender spouse rule changes won't apply retroactively for qualified retirement plans.

The industry-wide focus on improving fee transparency and reasonability has not significantly reduced litigation risks for financial advisers and others acting as retirement plan fiduciaries, according to Dan...

Relaxing rules and increasing coverage for part-time workers would improve retirement savings for employees of small employers, hearing witnesses told a House committee.

New fee transparency regulation, along with a number of widely publicized fee-related litigation cases, helped drive costs related to retirement investment account administration to record lows this year.