BenefitsPRO: Employee Benefits News, Trends & Sales Tips

New IRS tax forms for retirement plan payment withholding, effective Jan. 1, 2023

By Jeffrey M. Holdvogt and Diane M. Morgenthaler

As background, changes made by the Tax Cuts and Jobs Act in 2017 required the IRS to revise the withholding tables and develop new forms to use to withhold taxes from periodic payments.

Read Story

Expert Opinion

Okay, SECURE 2.0 hasn't passed yet, but … employers, get ready!

Market Insights

Say no to crypto? 3 real asset investment strategies for 2023

Recommended Just For You

Defined Contribution Stories

December 21, 2022

Near the finish line? SECURE 2.0 included in $1.7B spending bill as Congress winds down

The highly anticipated retirement security bill, SECURE 2.0 Act, which is expected to become law by the end of 2022, is one step closer to passage, as it is now attached to the omnibus appropriations bill now before Congress.

Read

December 20, 2022

Secure 2.0 Act can improve retirement savings for 100M workers, but will it pass?

Retirement savings plans could see a significant upgrade if this pending legislation becomes law before the end of the year, giving small businesses more ability to offer plans and opening up opportunities to gig workers.

Read

December 19, 2022

Message received? Delivering effective benefits education (even on a tight budget)

Plan sponsors should educate employees using every possible tool from virtual to written to on-site meetings, as well as directing messaging to certain groups of participants.

Read

December 19, 2022

8 top-rated retirement systems around the globe (& what US plans could do better)

Choice is good for participants, but too much choice is counterproductive in retirement systems, according to a new Morningstar report that evaluated retirement systems in eight "highly educated and wealthy countries."

Read

December 16, 2022

Fed hikes interest rates by 'only' 0.5%: Financial advisors share strategies for 2023

After four consecutive 0.75 percentage point hikes, the Federal Reserve dialed back its inflation-fighting effort, but signaled more hikes to come in 2023.

Read

December 15, 2022

Millennials say they need $1.8M to retire (Gen Z, $1.4M) – both want more 401(k) options

While nearly half of younger workers say they would like crypto as a choice in their 401(k), what's even more surprising is that nearly half also say they would like an annuity option, according to a new study.

Read

December 15, 2022

Global recession? That's what Vanguard predicts for 2023

Economic conditions today - and those anticipated in the coming months - are similar to those that have signaled global recessions in the past, says the world's second-largest investment manager.

Read

‹ ‹ PREV 99 100 101 ... 528 › NEXT ›

Defined Contribution

Top Defined Contribution Stories

New IRS tax forms for retirement plan payment withholding, effective Jan. 1, 2023

Okay, SECURE 2.0 hasn't passed yet, but … employers, get ready!

Say no to crypto? 3 real asset investment strategies for 2023

Recommended Just For You

Defined Contribution Stories

Near the finish line? SECURE 2.0 included in $1.7B spending bill as Congress winds down

Secure 2.0 Act can improve retirement savings for 100M workers, but will it pass?

Message received? Delivering effective benefits education (even on a tight budget)

8 top-rated retirement systems around the globe (& what US plans could do better)

Fed hikes interest rates by 'only' 0.5%: Financial advisors share strategies for 2023

Millennials say they need $1.8M to retire (Gen Z, $1.4M) – both want more 401(k) options

Global recession? That's what Vanguard predicts for 2023