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The Employee Benefits Security Administration recently released final regulations that amend existing distribution requirements for defined contribution plans to allow rollovers into inherited IRAs for missing nonspouse beneficiaries. Effective Nov. 6, the rules clarify certain provisions of the Pension Protection Act.
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The challenges and opportunities of required Roth contributions are taking a backseat for now to legislative and operational messes from the Secure 2.0 law.
Helping spread the word about a little-known federal tax credit will help increase retirement readiness and may line pockets with extra cash.
Address administrative gaps and data errors, keep pension rosters current and establish a process for cashing out small balances to default IRAs.
Harnessing auto portability ensures plan participants receive all their retirement savings, and can also reduce fiduciary liability for sponsors.
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