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Employees Can’t Deduct Wellness Indemnity Plans From Their Taxes, IRS Says
Workplace wellness indemnity programs funded through salary withholding cannot be tax deductible if that money is used for non-medical reimbursement.
Vestwell Expands MEP and PEP Solutions
Vestwell's new offerings include a range of “affordable 401(k) plan options” for advisers to provide small and medium-sized business clients.
Does Swing Pricing Have a Time Zone Problem?
Several House Democrats expressed concern to SEC officials that a hard close at 4 p.m. Eastern time would discriminate against investors on Pacific time.
House Appropriations Bill Would Block Safeguarding and Swing Pricing Proposals, Among Others
The legislation also targets the climate disclosure and market structure proposals.
Publisher’s Note
Why the Winners
In May , we hosted our second annual PLANADVISER Industry Leader Awards; it was an evening honoring people across the industry who really make a difference in improving...
American Benefits Council: Roth Catch-ups Can’t Be Done in Time
The new mandatory Roth treatment for certain catch-ups introduced by SECURE 2.0 continues to concern retirement professionals.
Anti-ESG Bill Would Require Only Pecuniary Factors to Be Considered
Kentucky Representative Andy Barr introduced a bill aimed at returning investment regulations to a Trump-era standard.
Retirement Advisory NFP Promotes Keeling to CIO
NFP Retirement continues to build its team under new president Joel Shapiro, who started in May.
Pfizer Hit with Excessive Fee 401(k) Complaint
A former employee claims that plan fiduciaries operating the Pfizer 401(k) Savings Plan breached their ERISA duties.
Betterment Launches 529 Education Savings Solution
Users will be able to view their education savings alongside their other investments in one dashboard.
TIAA Research: Retirement Plan Advisers Target Efficiency
Advisers are looking for maximum efficiency while broadening their range of products and services.
Top Retirement Plan Advisers Weigh In on Potential, Pitfalls of SECURE 2.0
PLANADVISER’s top retirement adviser pulse survey finds optimism about the legislation, alongside a healthy dose of questions and advice for policymakers.
State Auto-IRAs Set for Vermont, Nevada, As Pennsylvania Awaits Vote
More states are set to offer state-facilitated retirement plans as the AARP calls for the Pennsylvania state legislature to vote yes.
ESG Congressional Hearings Show Partisanship Intensifying
Republicans and Democrats are mostly speaking past each other on ESG, which could create regulatory risk and uncertainty going forward.
Ameritas Names New CEO, New President to start in 2024
Bill Lester will retire next year, with Bob Jurgensmeier set to succeed him as CEO and Susan Wilkinson as president and chief operating officer.
Debt Ceiling Suspended Until 2025
President Joe Biden's Saturday signature avoided a June 5 default by the U.S. government.
Senate HELP Committee Urges DOL to Prioritize Certain Secure 2.0 Provisions
The recommended focus areas include emergency savings and defined benefit annual funding notices.
IRS Provides Interim Guidance for EPCRS Changes
SECURE 2.0 laid out changes to IRS correction programs, but the May guidance clarifies how they will operate until the final version is set.
The Good Old Days: Was the Pension Era Really as Good as Its Reputation?
Experts point out the flaws in the often lauded 'pension past,' while discussing the benefits and potential of the 401(k) present.