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RMD Bill Includes PPA Technical Corrections

A broad pension relief measure approved by U.S. House lawmakers—including a one-year stop on the required minimum distribution rules—also includes a variety of other measures sought by business...

Bukaty Offers Fiduciary Helpline for Sponsors

Bukaty Companies Retirement Plan Services, a division of Bukaty Companies, has launched a toll-free retirement plan “helpline” for retirement plan sponsors unclear of their fiduciary responsibilities in light...

DC Participants Flee Equities in Q308

Defined contribution plan activity rose as participants reacted to economic turmoil by reallocating their portfolios away from equity assets to fixed-income funds, according to The Callan DC Index...

Financial Planning Organizations Band Together

Three financial planning organizations—Certified Financial Planner Board of Standards, Inc. (CFP), Financial Planning Association (FPA), and National Association of Personal Financial Advisors (NAPFA)—said they have come together to...

Two RMD Delay Bills Filed

Two Republican U.S. Senators have introduced proposals to delay enforcement of retirement plan required minimum distribution (RMD) rules because of the struggling economy.