New rules taking effect in 2021 make it easier for small businesses to band together to offer employee retirement plans.
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Some PEP For Small Businesses
Tag Archives: Retirement Plans
Does Private Equity Belong In Your 401(k)?
The Labor Department opens the door to private equity investments in many retirement plans.
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A New (But Not Improved) Retirement Option
A new law helps employers offer retirement plan annuities, but doesn’t make annuities a better choice for most workers.
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States Press Ahead With New Retirement Mandates
Although Congress has taken away regulatory protection, states still plan to roll out new private-sector retirement plans.
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Will Fewer Plans Produce More Savings?
Few of the former administration’s midnight rules deserve to survive, but one that encourages retirement savings is worthy.
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Rollover Foul-Up? IRS Says ‘Chill Out’
Botched retirement rollovers have been a headache for taxpayers and the IRS alike, but new leniency can resolve many problems.
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How Brokers May Spin New Fiduciary Rules
Brokers did not welcome new rules imposing fiduciary standards, but they may spin the changes as their own good idea.
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A Higher Standard For Retirement Accounts
New rules require brokers to act as fiduciaries when serving retirement accounts. The mandate is likely to expand.
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IRS Bans Pension Buyouts
Companies are now banned from offering pensioners a lump-sum buyout. This prevents bad decisions, but also good ones.
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A Looming Deadline For Retirement Accounts
If you took a mandatory retirement distribution early in 2020, a special opportunity to put it back expires Monday.
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