Retirement Regulation

PEPs can be a way to ease the administrative burden and mitigate the risks associated with plan sponsorship, but there's much more to this market than meets the eye.

Moving funds from an IRA to a 401(k) can help some clients avoid RMDs — or withdraw their money earlier.

Ignoring ESG criteria, one industry professional said, "made about as much sense as telling someone planning a trip they can't look at a map."

The amendments create a merged rule that will replace both the current advertising and cash solicitation rules.

The freeze, which would take effect in 2031, is a "budget gimmick," retirement plan lobbyist Brian Graff says.

Claiming early can be tempting for retirees, who are worried about the solvency of Social Security.