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 Iekel 6/15/2018 • 0 Comments

The Oregon Retirement Savings Board has provided an update on recent activities, implementation and future steps concerning the OregonSaves state-sponsored savings program for private sector employees. READ MORE

By John Iekel 6/11/2018 • 0 Comments

The IRS determination letter program and what to do about missing participants were among the topics the Employee Plans Subgroup of the IRS Advisory Committee on Tax Exempt and Government Entities addressed in the general report it issued on June 7. READ MORE

By John Iekel 5/31/2018 • 0 Comments

The IRS has clarified that federal income tax withholding and Form 1099-R reporting generally apply for the year a payment is made, as required by state law, from an IRA to a state unclaimed property fund. READ MORE

By Ted Godbout5/29/2018 • 0 Comments

The average individual 401(k) and IRA balances of Fidelity clients dipped a bit in the first quarter of 2018 compared to the previous quarter, but year-over-year increases remained strong. READ MORE

By John Iekel 5/24/2018 • 0 Comments

Robert Kaplan, the American Retirement Association’s Director of Technical Education, provided a look at recent regulatory and legislative developments in a May 22 ASPPA webcast. READ MORE

By John Iekel 5/9/2018 • 0 Comments

The IRS has suggested that employers and organizations refresh IRA holders’ knowledge of, and attention to, what they can do and are required to do concerning their accounts. READ MORE

By ASPPA Net Staff4/27/2018 • 0 Comments

The Wall Street Journal reports that the Labor Department is examining whether Wells Fargo has been pushing participants to move money from their 401(k)s into more expensive IRAs at the bank. READ MORE

By John Iekel 4/26/2018 • 0 Comments

The Maryland Small Business Retirement Savings Program and Trust, which provides retirement plan coverage for employees in the Old Line State whose employers do not offer retirement plans, now has an executive director and CEO. READ MORE

By Ted Godbout4/6/2018 • 0 Comments

Not only do individual account assets make up a large part of their owners' financial assets, but those with individual accounts have much higher net worth than those without them, says EBRI. READ MORE

By Ted Godbout4/3/2018 • 0 Comments

The Empire State is moving forward with its own voluntary retirement savings program for employees who are not offered a plan through their employer. READ MORE

By ASPPA Net Staff3/28/2018 • 0 Comments

The 5th Circuit Court of Appeals recently “vacated” the DOL’s fiduciary rule and exemptions. Fred Reish discusses what that means for recommendations to participants that they take plan distributions and roll them over to IRAs. READ MORE

By John Iekel 3/21/2018 • 0 Comments

There is still some time to make a contribution to an IRA and be able to claim it on a 2017 tax return — but not much. READ MORE

By John Iekel 3/15/2018 • 0 Comments

The IRS has issued a reminder that the retirement plan participants and holds of IRAs and IRA-based plans who attained age 70½ during 2017 must starting receiving RMDs by April 1. READ MORE

By ASPPA Net Staff3/1/2018 • 0 Comments

The IRS has issued revised versions of Form 8915A, Qualified 2016 Disaster Retirement Plan Distributions and Repayments. READ MORE

By John Iekel 2/14/2018 • 0 Comments

The New Jersey Treasury is reviewing responses to its RFI from private-sector firms to provide investment products for New Jersey’s Small Business Retirement Marketplace. READ MORE

By Nevin Adams2/13/2018 • 0 Comments

While the most common default deferral remains 3% of pay, more than half of those with automatic enrollment now have a default deferral rate higher than 3%, says the PSCA’s 60th Annual Survey of Profit Sharing and 401(k) Plans. READ MORE

By John Iekel 2/9/2018 • 0 Comments

The IRS and Treasury Department have issued an update to their joint 2017-18 Priority Guidance Plan. READ MORE

By John Iekel 1/19/2018 • 0 Comments

A recent white paper discusses the new tax reform law and its possible effects, including those on retirement plans. READ MORE

By John Iekel 1/18/2018 • 0 Comments

The New York Department of Financial Services’ proposal for a “best interest” standard for those licensed to sell life insurance and annuity products is of limited scope and notable for what it leaves out. READ MORE

By John Iekel 1/18/2018 • 0 Comments

The IRS has issued a revised version of its comprehensive brochure on the retirement plan checkup material it makes available for plan sponsors. READ MORE

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