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News
Ready, set, Roth: How 401(k) catch-ups are changing in 2026
10+ mon, 3+ day ago (320+ words) After delaying a rule requiring high-income 401(k) savers aged 50 or older to make catch-up contributions...This year, 401(k) savers at any age may contribute as much as $23,500 into the traditional tax-deferred...
IRS ups limits for 401(k) and IRA contributions in 2026
10+ mon, 15+ hour ago (339+ words) The maximum limit for 401(k) plans as well as 403(b), governmental 457 plans, and the federal government's...
Low-cost ETFs in 401(k) retirement plan?
10+ mon, 6+ day ago (607+ words) markets where ETFs have not to date been represented as core index fund options, including the 401(k)...State Street isn't the only asset manager planning to create mutual fund share classes of ETFs, with F/M...
In the blogs: Rated M for Mature
9+ mon, 1+ week ago (157+ words) Rated M for Mature Vigilance is always best They grow up so fast The new accounting model would reflect...
401(k) credit may need nudge from advisors and CPAs
4+ mon, 1+ week ago (121+ words) With about 41 million American workers lacking access to a retirement plan through their jobs, experts say advisors could play a pivotal role....
Application of grandfathering rules under Sec. 162(m) to severance plan payments
5+ mon, 1+ week ago (120+ words) Editor: Alexander J. Brosseau, CPA The TCJA changes included, among others: In Example (5), addressing the application of the grandfathering rules to severance arrangements, the facts are the same as Example (4), except that, on Jan. 1, 2019, Corporation X increases Employee A’s annual salary…...
Supercharging retirement: Tax benefits and planning opportunities with cash balance plans
8+ mon, 1+ week ago (540+ words) Editors: Brian Hagene, CPA, CGMA (CPAmerica), and Susan M. Grais, CPA, J.D., LL.M....(Ernst & Young LLP) For high–income clients, especially those already maxing out 401(k) and profit–sharing...Each participant has a hypothetical account (not an actual separate account as in…...
Prop. regs. would make permanent safe harbor for furnishing information on Sec. 751 property
8+ mon, 1+ week ago (498+ words) Editors: Brian Hagene, CPA, CGMA (CPAmerica), and Susan M. Grais, CPA, J.D., LL.M....A partnership would also continue to be required to report on the Schedule K–1 (Form 1065), Partner’s...
Statement on Proposal to Rescind “Pay-to-Play” Rule
1+ week, 3+ day ago (182+ words) Daly, Sarah G. ten Siethoff, Robert M. Holowka, Sirimal R....
Pro-alts dark-money group takes jabs at fiduciary watchdog in report to IRS
6+ mon, 1+ week ago (483+ words) As part of its ongoing push in support of opening 401(k) accounts to private investments, a conservative...The publication asked Rostad how the fiduciary duty relates to the debate about alternatives in 401(k)...Besides the 401(k) advocacy, the organization has…...