IRAs

This section covers the rules, regulations and restrictions for traditional and Roth IRAs, as well as other types of individual retirement planning options like SIMPLE plans, SEPs and Keough plans. 



IRAs

IRAs

By John Iekel7/28/2017 • 0 Comments

The Treasury Department on July 28 announced that it will begin winding down the myRA program. READ MORE

By John Iekel7/24/2017 • 0 Comments

The Washington State Department of Commerce is updating the rules for the state’s Small Business Retirement Marketplace. READ MORE

By John Iekel7/21/2017 • 0 Comments

The July 1 launch of the Oregon Retirement Savings Program (OregonSaves) pilot has been a success, says a report by the Oregon Retirement Savings Board. READ MORE

By John Iekel7/18/2017 • 0 Comments

The IRS Office of the Chief Counsel has reiterated an earlier IRS statement that Congress did not intend the one-rollover-per-year limit for IRAs to apply when the custodial institution fails. READ MORE

By ASPPA Net Staff7/3/2017 • 0 Comments

The pilot program for OregonSaves, the state-run auto-IRA program for private-sector workers in Oregon, was launched on July 1. READ MORE

By John Iekel7/1/2017 • 0 Comments

The IRS has made some changes to how it deals with pre-approved plans, hoping to encourage employers to switch from individually designed plans to the pre-approved format. READ MORE

By Nevin Adams 6/23/2017 • 0 Comments

Inside the Beltway it seems that all anybody can talk about is “Rothification,” specifically the elimination of some — or in some cases, all — of the employee pre-tax savings advantages of the 401(k).
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By Andrew Remo6/23/2017 • 0 Comments

While most respondents to a new survey think eliminating or reducing pre-tax contributions to retirement savings plans is a bad idea, most would definitely or probably still offer them if current pre-tax limits were lowered. READ MORE

By ASPPA Net Staff6/23/2017 • 0 Comments

In a blog post on the fiduciary regulation, Fred Reish examines the components of a “best interest” process. READ MORE

By Nevin Adams6/22/2017 • 0 Comments

The Golden State has modified the legislation regarding its state-run auto-IRA program for private sector workers in place, readying the measure for Gov. Jerry Brown’s expected signature. READ MORE

By ASPPA Net Staff6/13/2017 • 0 Comments

Concerns about retirement and health care loom large for American workers and the U.S. Senate is reportedly close to its version of a health care reform bill. We need your help ASAP to tell Congress to make it easier for workers to manage their health and retirement savings. READ MORE

By John Iekel5/19/2017 • 0 Comments

The number of workers participating in the Social Security system has risen, as has the number of people receiving benefits; however, individual retirement accounts figure very prominently as well. READ MORE

By Nevin Adams 5/15/2017 • 0 Comments

There’s been a lot of rumbling on and around Capitol Hill about a potential shift to Roth contributions for 401(k) plans as part of tax reform; how might that affect retirement savings? READ MORE

By John Iekel5/5/2017 • 0 Comments

Oregon Treasurer Tobias Read has expressed determination to continue pursuing OregonSaves regardless of the U.S. Senate’s passage of H.J. Res. 66. READ MORE

By Nevin Adams 5/4/2017 • 0 Comments

Having moved to unwind the Obama administration’s safe harbor exempting municipalities’ auto-IRA programs from ERISA, it now looks as though the state-run program version will meet the same fate. READ MORE

By Nevin Adams 5/3/2017 • 0 Comments

The Senate votes May 3 on a measure that would undo the DOL's rules that crafted a safe harbor that exempted states’ auto-IRA programs from ERISA.

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By ASPPA Net Staff4/28/2017 • 0 Comments

Colorado’s proposal to create a state-sponsored retirement savings program for private-sector workers fell short in a vote in the state Senate on April 26. READ MORE

By ASPPA Net Staff3/16/2017 • 0 Comments

The IRS has issued a reminder that the window for contributing to an IRA for 2016 is fast approaching, as is the deadline by which those with traditional IRAs must begin receiving distributions after achieving age 70½. READ MORE

By ASPPA Net Staff3/8/2017 • 0 Comments

Much of the preparation for the Labor Department’s fiduciary regulation has involved a focus on rollover advice — but it now looks like the SEC is gearing up a larger focus as well. READ MORE

By ASPPA Net Staff2/16/2017 • 0 Comments

The U.S. House of Representatives on Feb. 15 passed two resolutions of disapproval to block DOL regulations regarding state-run retirement plans for private sector workers. READ MORE

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