Two recently introduced bills would restrict or discourage classes of retirement plan investments. Is this the right policy?
Read MoreINSIGHTS
SECURE 2.0 contains big changes to the required minimum distribution rules, including changes that could encourage annuitization of 401(k) plan benefits. Here are the important takeaways.
Read More
Several provisions of SECURE 2.0 ease penalties for IRA violations and provide new options for employers sponsoring SIMPLE-IRAs and SEPs.
Read More
Individual states are stepping up to provide a vehicle for those not covered by employer-sponsored retirement plans to save for retirement. However, employers who would be covered by these programs may not be aware of alternative options that can accept higher contributions. This article discusses the issues.
Read More
New Auto-IRA Requirement for N.Y.S. Employers
Read More
Carl Buckmann will be speaking at a PLANSPONSOR webinar on distribution options for employees on August 20, 2020.
Read More
The IRS has explained how plan sponsors and participants can handle the waiver of 2020 required minimum distributions.
Read More
Carol Buckmann quoted in Law360 article about new ERISA lawsuits that could clarify plans' cybersecurity duties,
Read More
Carol Buckmann authors COVID-19 Compliance Corner, a weekly column in PLANSPONSOR magazine.
Read More
BenefitsPro magazine quotes Carol Buckmann in article about employer contributions to 401(k) plans.
Read More
Carol Buckmann quoted in SHRM article about the newly passed CARES Act.
Read More
The CARES Act provides assistance to plan sponsors, participants and IRA owners adversely affected by COVID-19.
Read More
Carol Buckmann talks about litigation surrounding target-date funds in the latest issue of Plan Sponsor magazine.
Read More
New IRA Rules May Change Your Estate Plan.
Read More