| 401(k) Contributions Appear Safe in Tax Reform Debate, For Now |
| It appears 401(k) contributions won’t be affected by tax reform, but one industry veteran warns the process is still only just beginning—and that tax uncertainty is “unfortunately not likely to ever go away.”
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| GOP Tax Reform Package Includes Some Important Retirement Adjustments |
| Industry observers are widely pleased to see the overall deferral limits for 401(k) plans are unaffected, but there are still some important changes included in the bill concerning the treatment of loans, hardship withdrawals, DB-to-DC cross-testing, and more.
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| 401(k) Savings Rates Have Increased |
| In addition, the number of health savings account holders on Fidelity’s platform increased 35% over the last year.
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| The Value of Transparency in Participant-Level 401(k) Data |
| The technology conversation is no longer simply about the amount of data available, but rather how it is used and, more specifically, how granular it is, as to the view it affords advisers.
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| IRS, Treasury Priority Guidance Plan Includes Long-Awaited Regulations |
| For example, the agencies hope to issue final regulations regarding qualified nonelective contributions (QNECs) and qualified matching contributions (QMACs).
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