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401(k) Plans

Articles 71 - 78 of 78

401(k) Plans, Tax, Wealth Management
Nancy Skeans | 11.30.2016

Year-End Tax Savings Ideas, Third in a Series: Maximize Tax-Deferred Savings into Retirement Accounts

It’s not too late to take advantage of the tax-deferred treatment of assets in retirement accounts for 2016. In addition to the tax deduction, the

401(k) Plans, Internal Revenue Service, Tax
Dennis Mowrey | 8.30.2016

IRA Rollovers

On August 25, the IRS announced a new procedure to help people who miss the 60-day time limit for rolling over their retirement plan distributions into

401(k) Plans, Audit, Benefits, ERISA
Brian Reitz | 7.19.2016

401(k) Plan Sponsors Continue to Face Class-Action Lawsuits

This past June, a $31 million settlement was reached in a class-action lawsuit filed against Massachusetts Mutual Life Insurance Company back in November

401(k) Plans, Wealth Management
Karl Kunkle | 7.5.2016

Our View on DOL Fiduciary Rule Regarding Retirement Investment Advice

BACKSTORY. In April of this year, the U.S. Department of Labor (DOL) issued a long-awaited regulation that essentially applies a “fiduciary”

401(k) Plans, Benefits, Wealth Management
Jason Lumpkin | 4.12.2016

Proposed IRS Legislation Threatens Small Business Retirement Plans

The IRS recently released a proposed regulation that could be unusually threatening to small business retirement plans. In summary, the proposal would

401(k) Plans, ERISA
Todd Lucas | 10.14.2015

Employer-Sponsored Retirement Plans to Face More Scrutiny in 2016

On the heels of the Department of Labor’s (DOL) Audit Quality Study report issued May of 2015, the Internal Revenue Service (IRS) is forming the

401(k) Plans, Benefits, ERISA
Lee Harcourt | 8.5.2015

IRS Emphasizes Hardship Withdrawal Requirements for Plan Sponsors

The IRS may be putting additional focus on the handling of hardship withdrawals for 401(k) plans. In a bulletin dated April 1, 2015, the IRS cautioned

401(k) Plans, Audit, ERISA
Jeanne Barrett | 8.3.2015

FASB Issues Final Standard Toward Simplifying Employee Benefit Plan Reporting

As part of its Simplification Initiative, the FASB issued Accounting Standards Update (ASU) No. 2015-12, Plan Accounting: Defined Benefit Pension Plans

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