Legislation that would allow retirement savers to roll Roth IRA savings into a Roth account within a workplace retirement plan was reintroduced on Dec. 4 in both chambers of Congress. Under current ...

The HSA catch-up contribution increase is a strong nudge for participants to contribute more, including those who were previously constrained by the HSA contribution limit. So says a new study ...

President Trump on Dec. 11 signed an Executive Order to end what he termed “the outsized influence of proxy advisors that prioritize radical political agendas over investor returns.” He cited their ...

How has the IRS changed the required amendments (RA) list for qualified plans and 403(b)s for 2025? Notice 2025-60 tells us.

The IRS recently proposed regulations that would clarify how Trump accounts would operate. In a Dec. 8 webinar, the Groom Law Group discussed the recent IRS proposed regulations on Trump accounts. A ...

A variety of nonprofit organizations have called on top leaders from both chambers of Congress in support of legislation that would allow plan sponsors of 403(b)s to include collective investment ...

The sand is running through the hourglass very quickly for most private-sector employers in Rhode Island concerning information relevant to RISavers. As in Dec. 12 soon — they have until then to ...

It’s an Olympic sport to juggle multiple retirement accounts. Allowing consolidation of Roth IRA funds into your 401(k) would make doing that — and managing that nest egg—easier. Let’s kick things off ...

The ASPPA Winter Symposium offers in-depth, technical education for retirement plan professionals who provide consulting services for clients and prospects. This virtual event takes a deep dive into ...

A new report suggests that business models may need to be adapted in order for retirement plan professionals to be prepared for the ever-expanding multigenerational “Great Wealth Transfer” set to ...

The Social Security Administration (SSA) has issued a report on dozens of possible reforms that could be made to help balance the program’s budget within its 75-year actuarial window. The proposals ...

Benefits play a major role in the employee experience, as most can attest on a personal and professional level, but new research suggests that it’s simply not enough to make benefits available to ...