Taxpayers will not be required to file gift tax returns to report contributions to Trump Accounts provided that certain conditions are met under the safe harbor. The guidance came in Revenue Procedure ...

What, exactly, is a nonqualified deferred compensation plan? Simple. “It’s anything that’s not qualified,” Jeff Acheson bluntly stated, before adding that nonqualified plans allow pretax compensation ...

Welcome to week two of Summit topic voting, where you weigh in on the topics covered! The agenda for the NAPA 401(k) Summit is put together for advisors by advisors, and as always, we’ve teed up a ...

What retirement plan providers want, and what plan participants need, often clash in the quest for greater personalization. What does the data actually say about recent innovation in the 401(k) space, ...

To better serve clients, deepen partnerships, and drive long-term growth, the Baltimore-based firm on Monday announced a series of strategic enhancements to its U.S. institutional business model.

Investment Selection Proposal “doesn’t create a special pathway for private equity,” said Lisa Gomez, the former head of EBSA and the President of LMG Collaborative Consulting Solutions, during a ...

A healthy 65-year-old couple retiring in 2026 will need to save on average $418,000 under original Medicare with Medigap Plan G plus Part D coverage, an increase of $30,000 (+7.7%) from 2025, ...

Kent Peterson said the right engagement model is the key to wider adoption of retirement income products, one that (unsurprisingly) involves artificial intelligence.

A new excessive fee suit claims that plan fiduciaries “breached their duties under ERISA” . . . by “constructing an investment menu that did not fit the plan’s objectives, leading to massive lost ...

If you ever needed a lawsuit to highlight the frivolous nature of some ERISA litigation, a recent decision in a forfeiture reallocation suit certainly fits that bill.

A new report from Morningstar finds that managed accounts can deliver meaningful value for defined contribution plan participants, but the value is likely to be greater in some plans versus others.

Congress has now created a new account for children, because apparently, what new parents needed — right after diapers, more sleep, and a suspiciously expensive baby monitor — was a new tax-preferred ...