Workers should know about these six 401(k) tax rules that can affect how much they'll pay in taxes both now and in retirement ...

The IRS on Jan. 15 issued updated two safe harbor explanations plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover distributions.

The IRS Advisory Council (IRSAC) recommended that the IRS prioritize implementing the Saver’s Match by reducing the administrative burden on sponsors and improving participant education.

A new bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information provided to workers departing from jobs.

It's worth mentioning that while there are good reasons to leave your funds in a former employer's 401 (k) plan, there is value in simplicity. Some people have difficulty managing multiple accounts ...

Plan administrators may customize these safe harbor explanations as appropriate The Department of the Treasury and the ...

The IRS issued guidance revising its explanation of safe harbor notice requirements for plan administrators when savers move funds out of an employer-sponsored plan.

If you have around $1 million saved for retirement, doing the ‘safe' thing with your accounts can feel like good housekeeping ...

The Seattle Times does not append comment threads to stories from wire services such as the Associated Press, The New York ...

Understanding the limits imposed by the Internal Revenue Service (IRS) on IRA rollovers might be a crucial aspect of ...

The One Big Beautiful Bill included sweeping tax law changes. Here are several key changes individual taxpayers need to know ...

Under the terms of the new Guarantee, Human Interest will actively match any valid and verified competing offer presented by an organization. If Human Interest fails to match the total annual ...