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 ...

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 ...

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 American Retirement Association (ARA) in a statement for the record has called on Congress to adopt legislation that would help expand retirement plan coverage for people who still do not have ...

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 ...

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 ...

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 ...

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 ...

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

Are Social Security funds and accounts being administered as they should be? The Office of the Inspector General has its eyes trained on the Social Security Administration watching how the funds under ...

The threat of litigation against plan fiduciaries is having a detrimental effect on retirement plan innovation, witnesses told a House subcommittee in testimony at a Dec. 2 hearing.

On Dec. 2, the Treasury Department said it plans to issue proposed regulations on Trump accounts. A website for Trump accounts is now live, and additional information on how to sign up will be ...