Employee benefits

A Biden proposal to change the tax deduction for contributions to a tax credit could have serious implications.

All trusts named as beneficiaries before the SECURE Act may need to be updated, says one analyst.

Firms are on the hunt for new talent, and they are upping their offerings to find and keep it.

New guidance shows how employees and employers can carry over unused money from flexible spending accounts and dependent care assistance programs.

Despite early withdrawals, U.S. employees managed to save more for retirement last year.

Your clients may have heard conflicting advice — they must change their IRA beneficiaries, spend down their IRA as soon as possible, dismantle their trust, or immediately convert their traditional IRA to a Roth IRA, Sophia Duffy writes.

Experts have identified a dozen credits, deductions and more as worth particular attention this year.

The simplest method involves having one traditional IRA and one Roth IRA, making one annual non-deductible contribution to the traditional IRA, and converting it before any gains or interest accrues.

Three provisions in the far-reaching law “make it likely that annuities will become more prevalent in company plans,” one expert says.

Some advisory firms have already started narrowing their lists of funds considered eligible for retirement plans based on Trump’s decision to overhaul ERISA.