Social Security Bill Could See End to 'Double Tax' on Recipients
A bill brought to the House of Representatives by Republican lawmakers would amend the tax code to remove taxes on Social ...
Financial Planning14h
Supreme Court case could reshape ERISA litigation
The hearing last month explored the legal process for enforcing the fiduciary duty of retirement plans to avoid excessive recordkeeping fees.
The National Law Review19h
The Department of Labor (DOL) Adopts Self-Correction for Common Retirement Plan Fiduciary Breaches
For the first time since the DOL adopted its Voluntary Fiduciary Correction Program (VFC Program) in 2002, retirement plan sponsors will be able to utilize self–correction as an efficient means to ...
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Changes that you should know derived from the signing of the Social Security Fairness Act
The Social Security Fairness Act, signed into law by President Biden in December 2024, brings significant changes to retirees ...
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Legislation to Allow CITs in 403(b) Plans Reintroduced
Legislation that would allow 403 (b) plans to include collective investment trusts (CIT) as part of their investment menu options was reintroduced on Feb. 5. The House version of the bill, H.R. 1013, ...