Defined benefit plans, defined contribution plans and 403(b) annuity arrangements with calendar year plans, take note: July 31, the deadline for filing the Form 5500, is right around the corner.
Overall trends in June and the second quarter of 2015 were favorable for pension plans, according to new reports.
Efforts to stop or roll back the Department of Labor’s proposed fiduciary rule will continue, according to Steve Saxon of Groom Law Group.
Another round of consumer surveys this week found most Americans optimistic, but not necessarily about retirement.
The Defending Public Safety Employees’ Retirement Act, which President Obama signed into law on June 29, expands the exemption from the 10% penalty tax on early distributions from a government retirement plan for qualified public safety employees who are at least 50 years old.
The U.S. Census Bureau in its quarterly survey of public pensions during the first quarter of 2015 reports that the earnings that public pension plans have realized, and their holdings, have changed little since the fourth quarter of 2014.
The Social Security Administration has announced that it has adopted a final rule that will be effective July 15 that revises its government pension offset regulations.
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