The IRS on July 16 issued guidance on withholding and reporting concerning uncashed retirement plan distribution checks. The guidance came in Revenue Ruling (Rev. Rul.) 2025-15.

Certain retirement plan administrators in the Bay State would be subject to heightened disclosure requirements if legislation before both chambers of the Massachusetts legislature is enacted.

Rapid expansion is ahead over the next few years for the small and micro 401 (k) plan segments due to certain competitive dynamics in the market, says a new report by Cerulli Associates.

According to the appellate court, “after exhausting all avenues of administratively challenging the proper payee of the funds, they resorted to legal action. The children sued Mire in September 2022 — ...

In her response, Warren noted that “Studies suggest that private market investments have consistently underperformed as compared to publicly traded indices,” (citing a SSRN study from 2020), and that ...