In the world of retirement plans, it’s easy to overlook the fine print — until someone sues you over it. The IRS just reminded us why distribution notices matter with the release of Notice 2026-13, which updates the safe harbor 402(f) model explanations f...
The Department of Labor has proposed new regulations updating ERISA electronic disclosure rules to implement the SECURE 2.0 requirement that participants receive periodic paper benefit statements. Under the proposal, defined contribution plans would be requir...
During the State of the Union address, President Trump floated a proposal to expand retirement cove...
The headline sounds reassuring: many employers now offer a penalty-free emergency withdrawal from a...
The recent settlement involving Providence Health & Services is one of those cases that makes p...
Empower recently reported that it added approximately 500,000 net new retirement plan participants ...
Lincoln Financial Retirement Plan Services recently reported that average retirement plan account b...
If you’ve been watching the headlines, you’ve probably heard about the new Trump Accounts—a s...
If you thought your rollover notice obligations were settled a few years ago, think again. The IRS ...
The Internal Revenue Service (IRS) and Department of the Treasury issued Notice 2026-13 on January ...
