Retirement Simplicity and Clarity Act: Annuities and In-Service Rollovers
Explore the impact of the Retirement Simplicity and Clarity Act on annuities and in-service rollovers. Understand new opportunities for retirement planning today!
INVEST Act Advances to Enhance 403(b) Retirement Plan Options
Bipartisan INVEST Act advances to House, expanding 403(b) access to collective investment trusts and annuity options, enhancing retirement security and reducing costs.
Federal Judge Allows Lawsuit Against Bank of America Over 401(k) Vesting Practice
Federal judge permits lawsuit alleging Bank of America's 401(k) forfeiture policy breaches federal vesting laws, spotlighting retirement plan compliance.
DOL Proposes Rescinding Regulatory Safe Harbor for Retirement Annuities
The Department of Labor proposes rescinding a regulatory safe harbor for annuity selection in retirement plans, raising fiduciary concerns and market impact ahead of SECURE 2.0 implementation.