Law and regulation

Fiduciaries have latitude to value investment features other than price, judge rules.

Fiduciaries have latitude to value investment features other than price, judge rules.

The “I-lost-it” excuse may actually work. This revenue procedure provides taxpayers with a new mechanism to facilitate a rollover, even if a technical failure to comply with the 60-day rule has occurred.

It’s not the presidential candidates who can have an impact on the consequences of health reform, but rather those on lower tickets, says adviser Vinnie Daboul.

Although it won’t be disclosed until fall, maximum contribution is expected to increase by $50 and employers should know the change is coming.

States and large cities can more simply establish their own retirement programs for private-sector workers under new rules, which are aimed at expanding the number of Americans with access to tax-advantaged savings accounts.

As letters from the U.S. government arrive at benefits departments, the first responses are often uncertainty and suspicion.

Employers who do not offer group health coverage that is affordable as defined under the ACA risk significant penalties, says attorney Stephanie O. Zorn.

As letters from the U.S. government arrive at benefits departments, the first responses are often uncertainty and suspicion.

When it comes to healthcare proposals such as Paul Ryan and the GOP’s latest, gradual is better, says adviser Craig Hasday.